First Command Financial Advisor
Pete Whelan

Tel: 937-429-4490
51 Plum Street
Ste 260
Beavercreek, Ohio  45440
First Command Financial Advisor -  Pete Whelan | Financial Advisor in Beavercreek,Ohio

About First Command Financial Advisor - Pete Whelan

Pete Whelan joined First Command Financial Services as a Financial Advisor in November 2005, following a 20-year career in the United States Air Force. There, he served in Europe, Asia and the Middle East as an F-15 Strike Eagle instructor pilot and attained the rank of Lieutenant Colonel. Pete earned a Bachelor of Science degree in Chemistry from the United States Air Force Academy and a Master's degree in Business Administration (MBA) from East Carolina University. He holds Series 6, 63, 65 and 26 securities licenses plus state life health, long-term care and property and casualty insurance licenses in multiple states. He is a member of the Financial Planning Association. As a First Command Financial Advisor, Pete is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Married with a son and daughter, Pete is a member of

General Information

Specialties:   Comprehensive financial planning, Investment strategies, Retirement income planning, Education funding solutions, Asset allocation and management, Insurance solutions, Risk management

Social Media

twitter facebook

* Advisor information is provided in partnership with Yext