Our Associates
William R. Walters, CFP®, MBA
Financial Advisor
484-574-8941
wwalters@wealthplanninggroupllc.com
Bill Walters is President and Founder of Wealth Planning Group, LLC, a Financial Planning Firm located in Chadds Ford, PA. Bill has been helping retirees and pre-retirees for the past 33 years. His main goal is to help his clients...
Rosemary Mullins
Planning Associate
484-574-8941
My career has been varied, working in the restaurant and retail sector, a non-profit museum, and finally, the financial services sector where I have been for working 23 years. I advanced through the ranks as an administrative assistant...
Cindy Walters
Office Manager
484-574-8941
cwalters@wealthplanninggroupllc.com
Bio coming soon!
Ryan M. Walters
Administration Associate
Assist managing partner with developing prospects and clients. He also manages client service. Currently attends Penn State University, Brandywine Campus.