In the late 1990’s, Scott Wolters, CFP® envisioned creating a company in which he could better serve his financial planning clients. This vision and commitment led to the creation of his business, WHP Financial Planning, Inc. At the time, he and his colleagues Judy Hagar, CFP® and Chris Pratt, CFP® were all independent Certified Financial PlannerTM professionals working to grow their practices in the wake of the dot-com bubble bust. The need for a place where families, individuals, and business owners could access long-term financial planning solutions was clear. The three agreed that by pooling their resources and unique talents, they would be able to create such a place, allowing their clients to grow solid financial foundations and create a legacy of wealth they could pass on to future generations. WHP Financial opened its doors on October 1, 2001, bringing a sense of calm and perspective to their clients after the tragedy of 9/11.
In the years since, their business has grown to serve over 600 clients, primarily through word-of-mouth, and has a strong reputation in the San Diego community and beyond. The chief focus of the firm is to work in partnership with their clients to create comprehensive, written financial plans which, when executed, provide a path for reaching their life and financial goals throughout their life stages. A caring team of advisors and support staff helps keep clients on track, or get them back on track after the inevitable unexpected challenges along the way.
WHP also provides Employee Benefits Plans to small businesses, setting up 401k or other types of employee retirement plans and educating participants about financial planning concepts, such as the importance of building emergency savings and retirement funds.
When it comes to the faces of WHP, the company consists of nine dynamic people with a shared vision to provide superior service to their clients, including valuable industry experience, quick responses to client inquiries and proactive educational outreach. Three staff members have been with the firm more than 10 years, with several others at five years or more.
The firm enjoys hosting small client events such as cooking classes at Sur la Table, Cirque de Soleil shows, and VIP tours at Sea World, the San Diego Zoo and the San Diego Safari Park. Additionally, the team has shown their support of the US military over the years by sending cards and boxes of needed personal items to those serving overseas.
For those interested in learning more about WHP Financial, please visit www.whpfinancial.com.