Wealth Planning Group (WPG) was established in 2006 by Karl Dimler and Robert Engel to provide access to financial planning to a wide range of clients. While the organization is relatively new, Karl and Rob have a long-standing relationship working together for over 20 years. Building their businesses together, Karl and Rob worked closely together in partnership while at a national financial planning firm. Recognizing the demands of their clients' needs, they decided to transition their business to a fee based model with an Independent firm. Karl and Robert are now backed by LPL Financial.Securities offered through LPL Financial, Member FINRA/SIPCFINRA.org / SIPC.orgThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.WealthPlanOC.com