In a profession where the people behind a company are as important as the company itself, West Financial is staffed by a team of skilled and experienced financial professionals. The professionals at West Financial Services hold a number of industry designations and degrees including Certified Financial PlannerTM (CFP®), Chartered Financial Analyst (CFA), Certified Employee Benefit Specialist (CEBS®), Master of Business Administration (MBA), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), Investment Advisor Certified Compliance Professional (IACCP®), and Certified Securities Compliance Professional (CSCP®), among others. Our firm and professionals have been highlighted in Northern Virginia Magazine, Washingtonian, Washington Business Journal, InvestmentNews, and Financial Advisor Magazine.*
Each of our clients has a dedicated team of financial planning, investment management, and administrative professionals that work together on their behalf, to help guide them through the financial decisions they face.
*See our Recognition page.
Please browse our Teams for additional information on our staff members and their roles.
Action may not always bring happiness… but there is no happiness without action.