Western Financial Planning
3.2 of 5 5 reviews
www.wfpc.com San Diego, CA 50 to 149 Employees

Western Financial Planning Reviews

Updated Mar 26, 2014

Be The First To
Add Photos

All Employees Current Employees Only

3.2 5 reviews

                             

100% Approve of the CEO

(no image)

Louis Schooler

(1 ratings)

50% of employees recommend this company to a friend
5 Employee Reviews
Relevance Date Rating
in
    • Culture & Values
           
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           
    • Approves of CEO

     

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

    Anonymous Employee (Current Employee)
    San Diego, CA

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

    ConsLimited in house Products, should have more...

    Yes, I would recommend this company to a friend

    Was this review helpful?
    Yes | No
    Add Employer Response Flag Review
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           
    • No Opinion of CEO

     

    Left much to be desired

    Financial Advisor (Former Employee)
    San Diego, CA

    ProsFlexibility given in making your own schedule

    ConsEmphasis on selling land partnerships

    No, I would not recommend this company to a friend

    Was this review helpful?
    Yes | No
    Add Employer Response Flag Review
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           
    • No Opinion of CEO

     

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

    Anonymous Employee (Current Employee)
    San Diego, CA

    ProsFlexibility in what you need to do to get clients

    ConsPush 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 Senior ManagementNeed a real focus on financial planning and not only land sales

    No, I would not recommend this company to a friend

    Was this review helpful?
    Yes | No
    Add Employer Response Flag Review
  • We want your feedback – Are these company reviews helpful to you?  Yes | No
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           

     

    Work hard first and the benefits pay off.

    Real Estate Investment Advisor (Current Employee)
    Laguna Hills, CA

    ProsYou 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.

    ConsYou 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 Senior ManagementSome more support and training would be helpful.

    Yes, I would recommend this company to a friend

    Was this review helpful?
    Yes | No
    Add Employer Response Flag Review
    • Culture & Values
           
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           

     

    It has been good so far

    Manager (Current Employee)
    Calgary, AB (Canada)

    ProsThere is Independence in the work we do

    ConsTraditional Style of working and bit slow environment

    Was this review helpful?
    Yes | No
    Add Employer Response Flag Review
RSS Feed Embed

Worked for Western Financial Planning? Contribute to the Community!

Your response will be removed from the review – this cannot be undone.

Glassdoor is your free inside look at Western Financial Planning reviews and ratings — including employee satisfaction and approval rating for Western Financial Planning CEO Louis Schooler. All 5 reviews posted anonymously by Western Financial Planning employees.