Philip Schaefer, LUTCF, FSCP in

Philip Schaefer, LUTCF, FSCP

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Financial Advisor at WestPoint Financial Group
📍 Indianapolis, Indiana, United States

Philip Schaefer is a Financial Advisor at WestPoint Financial Group, specializing in wealth management and comprehensive financial planning for affluent families and businesses. A Butler University graduate with LUTCF and FSCP® certifications, he focuses on asset accumulation, insurance, and succession strategies to help clients meet their financial goals.

A lifelong resident of Indianapolis, Philip enjoys spending his free time with his family. His primary hobbies outside of work include golfing and actively attending local sporting events in the Indianapolis area.

His firm recently relocated to 8888 Keystone Xing, one of the most recognizable office buildings on the north side of Indianapolis.

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Experience
24 Years
Current Role
Financial Advisor
Location
Indianapolis, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Philip cares about

Wealth Management
Provides comprehensive wealth management services and asset accumulation strategies for high-net-worth families, businesses, and institutions.
Retirement Planning
Advises clients on maximizing 401k/403b contributions and enhancing their retirement projections, particularly during annual open enrollment periods.
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Career

Work history

8-2002
Financial Advisor
WestPoint Financial Group
8-2005
Financial Advisor
MassMutual
6-2001 - 8-2002
Supervisor
First Financial Planners, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1997 - 2001
Bachelor's degree
Butler University - Lacy School of Business
1997 - 2001
Bachelor's
Butler University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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