Wealth Transfer Planning

Activities of insurance agents and brokers

Business Contact

David A. Westhem
Principal

Contact Information

Wealth Transfer Planning
550 2nd St, Encinitas, CA, 92024
Encinitas
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Open — closes at 5:00 PM8:00 AM – 5:00 PM
  • Monday8:00 AM – 5:00 PM
  • Tuesday8:00 AM – 5:00 PM
  • Wednesday8:00 AM – 5:00 PM
  • Thursday8:00 AM – 5:00 PM
  • Friday8:00 AM – 5:00 PM
  • SaturdayClosed
  • SundayClosed
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Business Description

David A. Westhem is the primary contact at Wealth Transfer Planning.

Employees
3
Annual Sales
$1,000,000 - 4,990,000
Founded
2008
Years in Business
18

Industry: Legal and Financial » Financial services

Engaged in:
  • Activities of insurance agents and brokers
ISIC Codes
6622
NAICS Codes
524210

Questions & Answers

  1. 1.How long has Wealth Transfer Planning been in business?

    Wealth Transfer Planning has been in business for 18 years.

  2. 2.What is Wealth Transfer Planning's phone number?

    Wealth Transfer Planning's phone number is (760) 230-6042.

  3. 3.Where is Wealth Transfer Planning located?

    Wealth Transfer Planning is located at 550 2nd St, Encinitas, CA, 92024. Get Directions.

  4. 4.What are Wealth Transfer Planning's hours?

    Wealth Transfer Planning is open during the following hours: weekdays: 8:00 AM – 5:00 PM; weekends: Closed.

  5. 5.Who is the primary contact at Wealth Transfer Planning?

    The primary contact at Wealth Transfer Planning is David A. Westhem (Principal). You can reach them at david@dselznick.com.

  6. 6.Who else works at Wealth Transfer Planning?

    Wealth Transfer Planning also has 1 other listed contact: Andrew Westhem.

  7. 7.What is Wealth Transfer Planning's website?

    Wealth Transfer Planning's website is www.ghjinc.com.

  8. 8.What is Wealth Transfer Planning's annual sales?

    Wealth Transfer Planning has annual sales of approximately $1,000,000 - 4,990,000.

  9. 9.How big is Wealth Transfer Planning?

    Wealth Transfer Planning employs approximately 3 people.

  10. 10.How many employees does Wealth Transfer Planning have?

    Wealth Transfer Planning has approximately 3 employees.

Historical Information

Old business websites and emails that no longer exist, informational purposes only.

dsanders@bevinglaw.com

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