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Home > Financial Planner Directory > California > Granite Bay > Stephen M. Westlake, CFP®, CLU, CFS, ChFC
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Stephen M. Westlake, CFP®, CLU, CFS, ChFC

Westlake, Grahl, and Glover

9265 Sierra College Blvd
Granite Bay, CA 95746
Phone: (916) 677-1640
Fax: (916) 788-1915

Toll-free: (888) 581-1881

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.