Stephen M Westlake CFP CLU in Roseville, CA offers a comprehensive range of financial advisory services provided by a highly qualified team. With a focus on asset management, estate planning, retirement strategies, and investment opportunities, Stephen Westlake and his team hold various prestigious certifications such as AAMS, AEP, APMA, and more.
Clients can benefit from the expertise of professionals with designations like AIF, AWMA, CDFA, and CFA, ensuring a high level of knowledge and skill in areas such as wealth management, estate planning, behavioral finance, and charitable giving. Stephen M Westlake CFP CLU is dedicated to helping individuals and small business owners navigate complex financial decisions with confidence and clarity.
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