WHP Financial Planning, Inc

CONNECT

Address:

6390 Greenwich Drive
Suite 230
San Diego, CA 92122

Phone:

858-550-7090

Who We Are

Scott H Wolters, CFP® 

Scott has been providing financial services to businesses and individuals in San Diego County since 1978. A Certified Financial Planner™ professional since 1989, he specializes in the 401k and qualified retirement plan field for area businesses. Scott holds a series 7, 24, 63, and 66 securities registrations, and is licensed in the State of California and numerous other states to transact life, health, disability, and variable insurance business.

 

He is a Registered Principal with SagePoint Financial, Inc. and a member of the San Diego Chapter of the Financial Planning Association. He earned his BA from the University of Hawaii at Hilo where he played basketball and volleyball. He later earned his teaching certificate from SDSU. 


 

Scott is married and has three adult children and two grandchildren. He enjoys volunteer work with his church, plays on a travel softball team, and also enjoys skiing, golf, and white water rafting.  


Chris Pratt, CFP®

Chris started his Financial Planning practice in 1979 in San Diego, and now has clients throughout the United States. He is a Certified Financial Planner™ professional, having earned the designation in 1989, and holds the Series 7, 22, 24, 63, and 66 securities registrations. In addition, Chris is licensed in multiple states to transact securities and insurance business including life, disability, and variable insurance products.

He is a Registered Principal with SagePoint Financial, Inc. and is a member of the San Diego chapter of the Financial Planning Association. Chris served in the Air Force for four years, stationed primarily at Edwards Air Force Base in California. Following his honorable discharge, he attended college in San Diego for several years, studying journalism and photography, before joining the ranks of financial professionals. Chris is married to Virginia and enjoys travel, table tennis, and is an avid skier.