CFP, ChFC, CLU, LUTCF
NFL Players Association Registered Financial Advisor*
CERTIFIED FINANCIAL PLANNER Professional
Hank Wilson, CERTIFIED FINANCIAL PLANNER Professional is a native of Philadelphia and an active community leader who takes pride in giving back and mentoring to neighborhood youth. He is a retired Director of the Cheltenham School Board. Wilson serves on several boards including the Atlanta Falcon’s Rod Coleman Foundation, Concerned Black Men Inc. (a youth mentoring organization), and Wilson Insurance and Financial Planning. Wilson is also a FairTax District Director for the state of Pennsylvania.
Wilson is a graduate of Eastern University with a Bachelor of Arts in Organizational Management and a Registered Representative. In 1985, Hank’s entrepreneurial spirit eventually lead him to open the doors to The Wilson Insurance and Financial Planning Agency. Wilson Insurance is an independent agency offering a variety of services that include auto, property, health, life and business insurance, mortgage protection as well as investment and financial planning. In 2005, Hank stepped down as president of Wilson Insurance and Financial Planning to head The Wilson Financial Group; a fee based financial planning and wealth management practice. The Wilson Financial Group offers an objective, fee-based approach to financial planning.
Wilson has a list of accomplishments that include: CERTIFIED FINANCIAL PLANNER Professional, Chartered Financial Consultant, Chartered Life Underwriter, Life Underwriting Training Council Fellow and Accredited Advisor in Insurance. Wilson excels at the top of his field. Adding to his list of accomplishments, Wilson is a NFL Players Association Registered Financial Advisor. Wilson is a counselor for SCORE, which is a non-profit organization that counsels America’s small businesses. Wilson is also an active member of the National Writers Union Local 1981 and a member of the National Speakers Association. Wilson’s advice is to learn everything possible about your field of interest. “The more you know about your business, the better prepared you are to serve the public. By mastering your business, people are more apt to do business with you because they know you are an expert.”
Wilson enjoys educating clients and offers a holistic point of view. He often speaks at churches, investment clubs, and various organizations on topics ranging from entrepreneurship to financial planning.
Our most deeply held principle at The Wilson Financial Group is our clients come first. I am proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we listen to your personal goals and then offer effective approaches to achieve them. At The Wilson Financial Group, we have unparalleled resources that include planning and, investment strategies as well as state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.