• Brian E. Whalen, CFP®, CIMA®, AIF®

    Principal

With over 26 years of lessons learned in the financial services industry, Brian has developed a keen understanding of the issues that investors face. He takes a thoughtful approach with each client and sincerely listens as he helps them plan for their financial goals and objectives.

In 1990, Brian graduated Magna Cum Laude from Boston College with a BA in Economics. He has furthered his professional development by earning both the CFP® and the Certified Investment Management Analyst (CIMA®) certifications, as well as the Accredited Investment Fiduciary (AIF®) designation. These certifications are earned through extensive coursework and examinations and enable Brian to bring additional value to his client relationships. Prior to joining the Stribling~Whalen Financial Group, Brian worked 8 years for the American Funds, one of the largest investment management organizations in the country.

Brian is a member of Gwinnett Church. In his spare time, he is an avid backpacker having hiked 600 miles on the Appalachian Trail thus far. He also enjoys genealogy, history, reading and running. His twin boys and daughter are in college and his youngest son is in High School.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.