At West Financial Services, our clients’ needs are always our first priority. We are focused on providing the highest level of client service based on trust, integrity, privacy, continuity, experience and accessibility.
Degrees of Strength
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®), Juris Doctor (JD), Certification in Long-Term Care (CLTC), Charted Advisor for Senior Living (CASL®), Chartered Alternative Investment Analyst (CAIA®), Certified Public Accountant (CPA), Retirement Income Certified Professional (RICP®), Certified Divorce Financial Analyst (CDFA®), Certified Private Wealth Advisor (CPWA®), Investment Advisor Certified Compliance Professional (IACCP®), Certified Securities Compliance Professional (CSCP®), among others.
Reasons to choose the WFS team:
- Each client relationship has a team of financial planning and investment management professionals, plus an administrative staff member. This collaborative team provides customized strategies, strong communications and ensures that someone who knows your financial situation is always available.
- Our professionals have more than 250 years of combined wealth management experience. Their expertise is often requested by local and national media to provide insight on financial planning and investment management topics.
- Our firm and professionals have been highlighted in Northern Virginia, Washingtonian, Washington Business Journal, InvestmentNews, and Financial Advisor magazine.*
*See our Recognition page.