Western Financial Planning - Great Company very family Feel, owner treats you like a person | Glassdoor
There are newer employer reviews for Western Financial Planning
There are newer employer reviews for Western Financial Planning

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

Star Star Star Star Star
  • 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...

Other Employee Reviews for Western Financial Planning

  1. "Left much to be desired"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Advisor in San Diego, CA
    Former Employee - Financial Advisor in San Diego, CA
    Doesn't Recommend
    No opinion of CEO

    Pros

    Flexibility given in making your own schedule

    Cons

    Emphasis on selling land partnerships


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

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Diego, CA
    Current Employee - Anonymous Employee in San Diego, CA
    Doesn't Recommend
    No opinion of CEO

    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 Management

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

There are newer employer reviews for Western Financial Planning
There are newer employer reviews for Western Financial Planning

See Most Recent

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