First Command District Advisor - Pete Whelan

First Command District Advisor - Pete Whelan
51 Plum Street, Ste 260
Beavercreek, OH 45440
M-F 8am-5pm, Sa-Su Closed

Monday: 
8:00 am – 5:00 pm
Tuesday: 
8:00 am – 5:00 pm
Wednesday: 
8:00 am – 5:00 pm
Thursday: 
8:00 am – 5:00 pm
Friday: 
8:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

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 the Knights of Columbus and Greenville Chamber of Commerce, and he is active in the Greenville March of Dimes. His interests include furniture making and bicycle riding.

Specialties

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