Western Financial Planning Corporation

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0.0000 stars - based on 0 reviews
5186 Carroll Canyon Rd San Diego, California 92121
(858) 677-0275
 
 

About

Western Financial Planning Corporation is located at the address 5186 Carroll Canyon Rd in San Diego, California 92121. They can be contacted via phone at (858) 677-0275 for pricing, hours and directions. Western Financial Planning Corporation specializes in Estate Planning, Short-Term Disability, Estate Planning & Trusts.

Western Financial Planning Corporation has an annual sales volume of 5M – 9,999,999. .For more information contact Bill Frioli, or go to www.wfpsecurities.com

Western Financial Planning Corporation provides Tax Return Preparation, Representation, Profit Planning to it's customers. For maps and directions to Western Financial Planning Corporation view the map to the right. For reviews of Western Financial Planning Corporation see below.

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Business Features

PRODUCTS

  • Senior Plans , Rollover Plans , Group Policies , Business Continuation Plans , Corporate Bonds , Combination Policies , Home Loans , Municipal Bonds , Life Insurance , Stocks

SERVICES

  • Term Life , Tax Return Preparation , Investments , Amended Returns , Financial Planning , Sales Tax Returns , Profit Planning , Rollovers , Extensions , Representation

BRANDS

  • Quickbooks , Travelers , State Farm , Mutual Of Omaha , Great Plains

SPECIALTIES

  • Estate Planning & Trusts , Investment Planning , Equipment Breakdown , Equipment , Real Estate , Hospital Confinement Indemnity , Short-Term Disability , Estate Planning , Vision , Dental
 
Information

CONTACT INFORMATION

Phone: (858) 677-0275

Phone2: (858) 677-0377

Website: www.wfpsecurities.com

ADDITIONAL INFORMATION:

Main Contact First Name: Lousi

Main Contact Last Name: Schooler

Main Contact Title: Manager

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 640-0000

Location Type: Headquarters

Sales Volume: 5M – 9,999,999

CATEGORIES:

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Key Contacts
    • Bill Frioli
    • Phone: (858) 677-0275
     
    • Guy Gonzales
    • PRINCIPAL
    • Phone: (858) 677-0275
     
    • John Naviaux
    • COMPLIANCE MANAGER
    • Phone: (858) 677-0275
     
    • Kim Woodruff
    • Phone: (858) 677-0577
     
    • Louis Schooler
    • Phone: (858) 677-0275
     
    • Dorrie Chung
    • ASSISTANT CONTROLLER
    • Phone: (858) 677-0275
     
    • Elizabeth Kilmer
    • FINANCIAL ADVISOR
    • Phone: (858) 677-0275
     
    • Mo Shaban
    • CHIEF FINANCIAL OFFICER
    • Phone: (858) 677-0275
     
    • Kris Field
    • VICE PRESIDENT
    • Phone: (858) 677-0275
     
    • Curtis Sathre
    • BUSINESS MANAGER
    • Phone: (858) 677-0275
     
    • James W Warner
    • INSURANCE AGENT
    • Phone: (858) 677-0275
     
    • Patrick Fitzsimmons
    • INFORMATION TECHNOLOGY MANAGER
    • Phone: (858) 677-0275
     
    • Alice Jacobson
    • PRINCIPAL
    • Phone: (858) 677-0275
     
    • Julie Miller
    • RECRUITING MANAGER
    • Phone: (858) 677-0275
     
    • Alex Cartin
    • HUMAN RESOURCE DIRECTOR
    • Phone: (858) 677-0275
     
    • Dallas Butler
    • REAL ESTATE INVESTMENT ADVISOR
    • Phone: (858) 677-0275
     
    • Douglas B Howard
    • INSURANCE AGENT
    • Phone: (858) 677-0275
     
    • Cindy Dorney
    • OFFICE MANAGER
    • Phone: (858) 677-0275
     
    • Danielle Stewart
    • Phone: (858) 677-0275
     
    • Debra K. Anderson
    • CERTIFIED FINANCIAL PLANNER
    • Phone: (858) 677-0275
     
    • Sharlene Tracanna
    • Phone: (619) 677-0275