Wealth Planning Group

06/10/2025

Wealth Planning Group sponsored a hole at the Combat Dana Point 5th Marines support group Tournament at Arroyo Trabuco Golf club Monday.

We love supporting our milutary and these fine Marine families that sacrifice so much to protect us. We were honored to be a featured sponsor for the event.

Rob, Ben, and two of our clients, Jeff C. And Mark E. Actually won the event!!! Ben was bombing it and Rob managed to get a hole in 1!! His third one!!

09/24/2024

Someone is impersonating me as Robert P. Engel, Sr.
Please do not confirm the friend request, its not me.

Soon, I will have a verified account

08/12/2024

At LPL Focus conference 2024 in San Diego! Learning about new enhancements from LPL to improve our programs for our clients. Following several of ou asset management partner firms.

07/04/2024

The Wealth Planning Group family would like to wish you a happy and safe Fourth of July!

02/21/2024

02/17/2024

Additional pics Murray M. Flight day!

02/17/2024

Spent some time this morning with out Long, Long time friend and client Murray M. He has had many hobbies in his day, from Fly Fishing, to RVing. For or the past several years, Murray has been flying Model Airplanes. I went out to see him fly this morning. How cool is this! Murray jas many planes, this one is a model P51 Mistang. Several guys out there with all sorts of model planes. It was a wonderful experience.

02/14/2024

Happy Valentine’s Day to all you and your loved ones! Have a great day!!

06/10/2023

Pets Plus Adoption event. Laura working hard to get these pups adopted. Thanks to Heer to Rescue and all of the volunteers!

05/13/2023

Another Dog event! Laura and Kelly are working their magic at this Dog Adoption event at Pets Plus in San Clemente!!

04/01/2023

‘Heer’ we go again. Another Adoption event at the Brea Pet Expo. Laura enjoying the day saving dog lives!

www.Heertorescue.org