Western Financial Planning

  www.wfpc.com
  www.wfpc.com

Western Financial Planning Reviews

5 Reviews
3.2
5 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
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Louis Schooler
1 Rating

Employee Reviews

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  1.  

    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
  2.  

    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
  3.  

    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
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  5.  

    Work hard first and the benefits pay off.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Real Estate Investment Advisor in Laguna Hills, CA
    Current Employee - Real Estate Investment Advisor in Laguna Hills, CA

    I have been working at Western Financial Planning

    Pros

    You determine your own track within the company. You can make a lucrative amount of money if you invest the effort into your business. You have the opportunity to run your own business.

    Cons

    You can work long hours and you meet most of your clients during the evening time so raising a new family may be difficult.

    Advice to ManagementAdvice

    Some more support and training would be helpful.

    Recommends
  6.  

    It has been good so far

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Manager in Calgary, AB (Canada)
    Current Employee - Manager in Calgary, AB (Canada)

    I have been working at Western Financial Planning full-time (more than an year)

    Pros

    There is Independence in the work we do

    Cons

    Traditional Style of working and bit slow environment

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