There are newer employer reviews for Western Financial Planning

 

Great Company very family Feel, owner treats you like a person

  • Comp & Benefits
  • Work/Life Balance
  • Senior Management
  • Culture & Values
  • Career Opportunities
Current Employee - Anonymous Employee in San Diego, CA
Current Employee - Anonymous Employee in San Diego, CA

I have been working at Western Financial Planning full-time (more than 3 years)

Pros

Very friendly and family type office, everyone cares and everyone is great. The people make it great and so does the Founder/President.

Cons

Limited in house Products, should have more...

Recommends
Neutral Outlook
Approves of CEO

5 Other Employee Reviews for Western Financial Planning (View Most Recent)

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  1.  

    Left much to be desired

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Financial Advisor in San Diego, CA
    Former Employee - Financial Advisor in San Diego, CA

    I worked at Western Financial Planning

    Pros

    Flexibility given in making your own schedule

    Cons

    Emphasis on selling land partnerships

    Doesn't Recommend
    No opinion of CEO
  2.  

    If you want more support over all, don't go to Western

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in San Diego, CA
    Current Employee - Anonymous Employee in San Diego, CA

    I have been working at Western Financial Planning

    Pros

    Flexibility in what you need to do to get clients

    Cons

    Push for land sales w/o regards to planning; client gathering is all up to you without share of expenses even though the payouts are low compared to the industry. Landa sales gives teh highest payout.

    Advice to ManagementAdvice

    Need a real focus on financial planning and not only land sales

    Doesn't Recommend
    No opinion of CEO
There are newer employer reviews for Western Financial Planning

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