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Home > Financial Planner Directory > California > Portola Valley > Robert M. Cheney, CFP®, CFA

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Robert M. Cheney, CFP®, CFA

Westridge Wealth Strategies

158 Goya Rd
Portola Valley, CA 94028
Phone: (650) 233-9122
Fax: (650) 618-2069

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Business Taxes
Estate Planning
Investment Management
Limited Partnerships
Getting Divorced
Employee Benefits
Insurance
Real Estate
Retirement
Stocks & Bonds
Long-term Care
Succession Planning
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: We work with prospects who have $500K investable assets (individuals/families) and/or $100K annual discretionary business income (business owners) and our compensation is fee-based.

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