Recognized excellence
in client satisfaction
Additional information regarding this award: click here.
Details of this award can be viewed at: Five Star Professional.com
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Scott H. Wolters, CFP®
Wolters Hagar & Pratt Financial Planning, Inc.
6390 Greenwich Dr., Ste. 230
San Diego, CA 92122
Phone:(858) 550-7090
Email: whp@whpfinancial.com
Web Site: www.whpfinancial.com
Scott Wolters and his partners at Wolters, Hagar & Pratt Financial Planning, Inc. have served the financial planning needs of business owners, individuals and families in the San Diego County area and beyond for 30 years. The company embraces a philosophy of wealth-building through sound financial planning principles.
Scott Wolters, a CERTIFIED FINANCIAL PLANNER™ designee since 1989, specializes in the 401k and qualified retirement plan field for area businesses. Scott holds the series 7, 24, 63 and 66 securities registrations, and is licensed in the State of California and several other states to sell life, health, disability and variable insurance products.
Founded in 2001, WHP Financial takes a holistic approach to supporting clients' financial and personal goals, offering the following services, among others:
- Individualized Financial Plans
- Company Retirement Plan Solutions and Employee Education
- Disciplined approach to investing based on client objectives and risk tolerance
- Education through seminars and guest speaking engagements
- Life, Disability and Long-Term Care Insurance for individuals and businesses (Key Person and Buy-Sell insurance)
Securities and Advisory Services offered through SagePoint Financial, Inc., a registered broker-dealer and member FINRA & SIPC. Additional Advisory Services offered through Wolters, Hagar & Pratt Financial Planning, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc.
This website profile page is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, GA, HI, ID, IN, MA, MD, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, TN, TX, USVI, VA, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced. Third-party rankings and recognitions are no guarantee of future investment success.
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