by admin | Aug 2, 2020 | About WPC
Wealth Planning Corporation is proud of our team’s work to obtain CFP certifications and we remain in good standing with the Certified Financial Planning Board of Standards, Inc. (CFP Board). Certified Financial Planner Board of Standards, Inc. (CFP Board) owns...
by admin | Jun 25, 2020 | Meet the Team
Role: Administrative Associate Joined WPC: 2018 Education: Associates Degree in Applied Business from Lima Technical College/Rhodes State College Experience: Prior to WPC, employed several years in operational, administrative and customer service roles in education,...
by admin | Jun 25, 2020 | Meet the Team
Role: Financial Planning Associate Joined WPC: 2019 Education: Served five years in the US Navy prior to graduating from the University of Kentucky Gatton School of Business with a major in Finance 1999 Experience: Financial and investment services industry experience...
by admin | Jun 24, 2020 | Meet the Team
Role: Associate Advisor Joined WPC: 2014 Education: Miami University Bachelor of Arts in Political Science 1992 graduate Experience: Joined WPC in 2014 with several years of prior financial services experience specializing in client relations. Earned CFP® designation...
by admin | Jun 24, 2020 | Meet the Team
Role: Chief Investment Officer Joined WPC: 2011 Education: Graduated Magna Cum Laude from the University of Cincinnati in 1995 with majors in Finance and Management Experience: Affiliated with the financial and investment services industry since 2001 and has earned...
