
John E. Schooler
WFP Securities
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Title: President
Offering advice since: 1993
Areas of expertise:
- Annuities
- Business planning
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about John E. Schooler:
"We help our clients create peace around money so they can focus on life"
Qualifications: John's credentials as an advisor include:
* Series 4 (Registered Options Principal)
* Series 7 (General Securities)
* Series 24 (General Securities Principal)
* Series 28 (Introducing Broker/Dealer Financial and Operations Principal)
* Series 53 (Municipal Securities Principal)
* Series 63 (Uniform Securities Agent State Law Exam)
* Series 65 (Uniform Investment Advisor Exam)
* CFP (Certified Financial Planner)
* ChFC (Chartered Financial Consultant)
* CFS (Certified Funds Specialist)
* NFLPA (National Football League Players Association) Registered Player Financial Advisor
John has also earned a State of California Insurance License.
Biography: John Schooler was born and raised in the San Diego County. John decided in his early thirties to move into the financial services industry, thus leaving behind a successful career in public safety where he was the operations officer for a department in a local city. John takes pride in helping clients discover what is important to them and what their financial goals are. Together with a team of advisors, John's firm determines solutions and strategies that will help those clients achieve their financial goals.
John is married to his wife Sue, and they have two children, Jenni and Michelle, as well as their pet, Rocky the Wonderdog.
Compensation and Fee Structures:
Combination of commissions and fees
Licenses, Certifications & Affiliations:
CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), CFS (Certified Funds Specialist), and NFLPA (National Football League Players Assoc.)
Series 4 (Registered Options Principal), Series 7 (General Securities), Series 24 (General Securities Principal), Series 28 (Introducing Broker/Dealer Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Advisor Exam)
Education:
Bachelors of Science in Business and Management, University of Redlands
Will provide references upon request?
Yes
Further information about WFP Securities:
(Size of firm: 50-99 advisors)
WFP Securities is a full service securities firm and member of the FINRA & SIPC. WFP Securities was approved for membership with the Financial Industry Regulatory Authority, Inc. in 1994. Western Financial Advisors is an SEC Registered Investment Advisor.
John Schooler, the President of WFP Securities and Western Financial Advisors, says, "I am very proud of the staff here. Rees Horney, Senior Vice-President of Due Diligence and Operations and Compliance, and Tom Hanson, CCO and Vice-President of Operations, have decades of experience to offer. Our administrative staff, consisting of Carole Brizendine, Ed Buselt, Leslie Hodgson, Karen Armstrong, and Gail Rich, do an excellent job of performing the myriad tasks associated with running this complex and heavily regulated business.
Securities offered through WFP Securities Corporation, divisions: WFP Securities and Western Financial Advisors. Member FINRA and SIPC
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MT, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside these states.
IMPORTANT CONSUMER INFORMATION: A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
Contact Information for John E. Schooler
Phone: (858) 677-0477
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Fax: (858) 977-0479
Address for John E. Schooler:
6020 Cornerstone Court West
Suite 240
San Diego, CA, 92121
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