51 Plum Street, Ste 260, Beavercreek, Ohio, 45440
Main:
(937) 429-4490
Fax:
(937) 429-0781
Finance & Insurance > Financial Planning & Investments
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.
Monday:
8:00am
to 5:00pm
Tuesday:
8:00am
to 5:00pm
Wednesday:
8:00am
to 5:00pm
Thursday:
8:00am
to 5:00pm
Friday:
8:00am
to 5:00pm
Twitter: @FirstCommand
Facebook: https://www.facebook.com/110067001978786
Instagram: https://www.instagram.com/firstcommand
Specialties: Comprehensive financial planning, Investment strategies, Retirement income planning, Education funding solutions, Asset allocation and management, Insurance solutions, Risk management
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