Broker Check



Bill Whelan

Bill Whelan

Financial Advisor

bwhelan@cfsllc.com

Office: 201.843.7700


   

Being a professional in the industry for over 30 years has allowed Bill to use his experience and expertise to drive his clients towards wealth accumulating futures. Using innovative strategies, Bill is motivated to providing his clients with financial security, clarity, and confidence. He works closely side by side with his clients guiding them on integrating and coordinating the various aspects of their financial life.

Bill has always stayed active in his community having grown up in the area. Being a father of five, he was a former board member of Emerson Planning and Emerson Softball as well as Director of Emerson Recreation Wrestling. He enjoys golf and belongs to the Tae Kwon Do Club, where he holds a Second Degree Black Belt.



Education

  • BS Finance, Seton Hall University

Licenses

  • Life, Accident & Health
  • Series 6, 63, 65

Bill’s accomplishments include

  • President’s Council
  • Leaders Club



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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian