Dan Whelan
Financial Advisor|CFP®, RICP®, ChFC®, CLU®, CASL®
Professional
Dan Whelan has been a financial planner with Northwestern Mutual since 2005.
Dan works in the areas of financial analysis, estate planning, investment management and college planning, as well life, disability and long-term care insurance.
Dan holds multiple designations through the American College:
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
- Charted Life Underwriter (CLU®)
He also holds the Certified Advisor for Senior Living (CASL®) designation.
Personal
Dan lives in Syracuse, NY and has three kids - Jace, who is in medical school at SUNY Upstate in Syracuse; Zoie, who is in high school and is an American Ninja Warrior athlete, and Payton, who is also in high school and is a competitive dancer.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
