Achieving your goals It starts with insightful advice

The Whalen Team Richard Whalen, Diane J. Peterson

The Whalen Team


phone

602-667-8139
800-247-1754 ext. 8139



phone

855-877-3842





address

2555 E. Camelback Rd
Suite 600
Phoenix, AZ 85016



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.


Richard Whalen has been recognized as an industry leader.

  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018



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