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 with WestPoint Financial Group, where he focuses on comprehensive financial planning and wealth management for families and business owners. An alumnus of Butler Universitys Lacy School of Business, he holds both the LUTCF and FSCP® designations to support his clients goals.

A lifelong Indianapolis resident, Philip enjoys spending time with his wife and two children. He is an avid golfer and a dedicated fan of Butler basketball and the NFLs Indianapolis Colts, following the teams closely.

He recently moved his practice to the highly recognizable 8888 Keystone Xing building 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

Retirement Planning
He frequently posts about reviewing 401k/403b plans and has a new platform to help clients maximize growth for retirement.
Wealth Management
His practice is centered on providing wealth management services and asset accumulation strategies for high-net-worth families and institutions.
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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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