About My Practice
Certified Financial Planner (CFP), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) at West Financial Services, a fee-only financial planning service to help you map out a secure financial future. We offer both hourly, as needed assistance and investment management. We assist you with comprehensive financial planning; investment advice and portfolio evaluations; retirement and estate planning; risk management and cash flow planning. We're accessible, dedicated to your success, and non-judgmental. The only thing we sell is advice tailored to your needs.
Experience
Over 25 years of experience in Wealth Management.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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