Hank Wilson

Hank Wilson

CFP, ChFC, CLU, LUTCF, AAI

Phone: 215-924-8260
Fax: 866-342-1702
E-mail:
 

 

Hank Wilson, Certified Financial Planner 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 Concerned Black Men Inc., Philadelphia chapter (a youth mentoring organization), and Wilson Insurance and Financial Planning.

 

Hank is a graduate of Eastern University with a Bachelor of Arts in Organizational Management. 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, as well as investment and financial planning.  In 2005, Hank founded 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. Hank is still active in the management of the insurance agency.

 

Hank has a list of accomplishments that include: Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Life Underwriting Training Council Fellow, and Accredited Advisor in Insurance.

 

Hank enjoys educating clients and offers a socially responsible approach to investing. He often speaks at churches, investment clubs, and various organizations on topics ranging from entrepreneurship to financial planning.

 

For Speaking Engagements and Financial Advice contact:

 

Anne Mutiso

E-mail: anne@wilsoninsurance.net