Walter R. Wilson, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Walter R. Wilson, Jr. CFP®

Templeton Creek Wealth Management

8050 Beckett Center Drive, Suite 303
West Chester, OH 45069
FINANCIAL ADVISOR'S WEBSITE
(513) 253-0780

General

Walter Wilson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Templeton Creek Wealth Management in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • Other - CMFC, AWMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Starting a Family

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Helpful Financial Planning Resources