Team

Gregg Whelan serves as the Senior Director of Investments at Oppenheimer & Co. Inc. in the Newport Beach office. He brings over four decades of expertise in the realm of financial planning. His journey into the financial sector was catalyzed by a poignant moment during his freshman year in college when the sudden loss of his father prompted him to reassess the importance of financial preparedness.

As an only child, Gregg swiftly returned home to support his newly widowed mother, who had never navigated the intricacies of financial matters, including the simple act of writing a check. Through the process of settling the estate, Gregg found his calling in financial planning and subsequently pursued a major in finance. Following his graduation, Gregg earned the esteemed Certified Financial Planning (CFP®) designation from the Certified Financial Planning Board ™, dedicating himself to assisting support groups for those navigating the complexities of grief.

Drawing from his personal experiences, particularly the challenges faced by his mother, Gregg gained firsthand insight into the critical significance of comprehensive financial and estate planning. Over the years, Gregg has leveraged this understanding to guide and benefit countless clients, imparting not only his knowledge but also the empathy derived from his own life journey.

Currently residing with his wife, Wendy, Gregg is a devoted family man. His daughter Delainey is a senior at Princeton University, adding another layer to Gregg's understanding of the financial intricacies associated with higher education. With a commitment to excellence and a deep-rooted passion for helping others secure their financial futures, Gregg Whelan continues to be a trusted advisor and advocate in the realm of financial planning. In his spare time Greg also enjoys listening to jazz music and spending time with Cash, their French bulldog.

Joel Pareno, Client Service Associate joined the Newport Beach office in 2023. He brings over 23 years of invaluable experience and a wealth of industry knowledge to his team. Joel stands as a seasoned professional in the realm of client service. His commitment to excellence is evident in his extensive background, demonstrating a strong proficiency in catering to the unique needs of clients.

Joel, a proud Long Beach native, embarked on his academic journey at CSU Fullerton, earning a Bachelor’s Degree in 1995. His dedication to continuous professional development is showcased through his ongoing pursuit of professional development certifications, an unwavering commitment to staying abreast of industry advancements. Outside the professional arena, Joel finds joy in exploring the diverse corners of the world, fueled by his passion for travel. Whether riding the waves on his surfboard or gliding down snowy slopes on a snowboard, Joel embraces the thrill of outdoor pursuits. Equally, he cherishes moments spent with his life companion of 10 years, Mimi, and their delightful quartet of feline companions.

Joel's multifaceted approach to life, blending professional acumen with a love for adventure and personal connections, defines him as a Client Service Associate who not only understands the intricacies of the financial landscape but also appreciates the importance of balance and fulfillment beyond the office walls.