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®) as well as being a Certified Advisor for Senior Living (CASL®).



Dan Whelan

Dan Whelan, CFP®, RICP®, ChFC®, CLU®, CASL®

Financial Advisor


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