About Wealth Protection Partners
Wealth Protection Partners is a dynamic team of financial experts on a mission to transform the futures of real people. Leveraging more than 20 years of experience, they use powerful tools and strategies to meet their clients where they are, making the most of resources and funding client retirements.
With an eye turned perpetually toward the future, Wealth Protection Partners uses a potent combination of creativity, innovation, and proven methods to customize their solutions to each client’s situation. Founded by Yvette Spillman, an investment advisory representative (IAR) with decades of experience, and supported by Jamie Steeples, a Medicare Health Plan Specialist, the Wealth Protection Partners is ready to go the distance for you. Endorsed by both the National Society of Financial Educators (NSFE) and the Financial Industry Regulatory Authority (FINRA), they are genuinely the premier solution for anyone hoping to make the most of their retirement.
Based out of California but equipped to serve clients around the country, Wealth Protection Partners is privileged to make the horizon bright for everyone who turns to them for help — including you. Get in touch today.