Robert T. Wilkinson, CFP®, ChFC, CASL, CLU, RFC®
LA Pacific Financial Group FINANCIAL PLANNING DIRECTOR
Welcome! What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spread sheets and time tables. As the Financial Planning Director for LA PACIFIC FINANCIAL my goal is to support our many associates, Financial Planners, Financial Advisors, and Financial Services Representatives; in their effort to help their clients make informed decisions about the issues that affect their financial well being, so they can all achieve financial freedom. My focus is the Recruiting, Hiring, Training and Development of our professional team. Our vision is to become known as the premier provider of financial products and services in the Los Angeles and Ventura Counties. Our Associates will work with their clients to help them determine what’s important in their life. Together, they’ll create a road map to take them where they want to be in the future. They can count on us to be their guides and most trusted advisors. We have representatives in this office licensed and registered to offer products and services in CA, and many other states. Licenses and registrations will vary by representative. Please contact us for further information. CA License #0808471 L09076353[exp0908][All States] |

