WHP Financial Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

You know what is important to your financial future? You. Your goals. Your dreams. Your values. What you want for your family. What you want your legacy to be. How you want your business to grow. And that’s why we focus on YOU. We are dedicated to supporting your financial independence. We create a financial planning document that changes with you and moves you forward. We explore who you are in order to offer suggestions on how to get where you want to be. We encourage intergenerational planning to help ensure your values and wishes are carried down through future generations. We also help create and maintain retirement plans and assist with succession strategies to help ensure your business will carry on after you. We have adopted the Code of Ethics and Standards of Practice of the Financial Planning Association, and we subscribe to the standards set forth by the Board of Standards of the CFP® Board, the governing board of the CERTIFIED FINANCIAL PLANNER™ practitioner designation. Our approach is to invest time in you and your family to understand what makes you unique, your background, those special traits, hopes, fears and dreams that make you who you are. Only then can we make personalized recommendations specific to your goals. Only then can we hope to become the financial partner you have dreamed of; the one who can help you achieve the confidence you deserve. The partners, along with our helpful and dedicated staff, look forward to getting to know you. YOUR future…..OUR focus. DISCLOSURES: http://www.whpfinancial.com http://sagepointfinancial.com/disclosures/socialmedia

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