WEALTH PLANNING GROUP - Key Persons

Cindy Walters

Job Titles:
  • Office Manager

Rosemary Mullins

Job Titles:
  • Planning Associate

Ryan M. Walters

Job Titles:
  • Administration Associate
Assist managing partner with developing prospects and clients. He also manages client service.

William R. Walters - Founder, President

Job Titles:
  • Financial Advisor
  • Founder
  • President
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 effectively and intelligently pursue and attain their financial goals. Bill graduated from Juniata College in 1976 and earned his MBA from Pepperdine University in 1982. He is also a Certified Financial Planner, earning his designation in 1989, after taking extensive courses in investments, tax and estate planning, wealth management and college funding. Bill and his wife Cindy reside in West Chester, PA. He has two sons, Jonathan a recent graduate from Penn State University, and Ryan who is currently attending Penn State. As his sons were growing up, Bill and his sons were very active with the Boy Scouts and both achieved the rank of Eagle Scout. When not in the office Bill enjoys spending time with his family, golf, travel, and reading about history and world cultures.