Working at Western Financial Planning | Glassdoor

Western Financial Planning Overview

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San Diego, CA
51 to 200 employees
Unknown
Company - Private
Finance
Unknown / Non-Applicable per year
Unknown

Western Financial Planning Reviews

2.6
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Recommend to a friend
Approve of CEO
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Louis Schooler
1 Rating
  • "Great Company very family Feel, owner treats you like a person"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Diego, CA
    Current Employee - Anonymous Employee in San Diego, CA
    Recommends
    Neutral Outlook
    Approves of CEO

    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...

See All 6 Reviews

Western Financial Planning Interviews

Experience

Experience
0%
100%
0%

Getting an Interview

Getting an Interview
100%

Difficulty

1.0
Average

Difficulty

Hard
Average
Easy
  1.  

    Audit Manager Interview

    Anonymous Employee
    Accepted Offer

    Application

    I applied through a staffing agency. The process took 2+ weeks. I interviewed at Western Financial Planning.

    Interview

    Through the Recruiting Consultant I was hired

    Interview Questions

    • What about your experience in dealing with Audit Clients   Answer Question
See All 2 Interviews

Western Financial Planning Awards & Accolades

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