At West Financial Services our professional staff belongs to a number of organizations that help support high ethical standards, continuous learning and fiduciary standards in our industry.

 CFA Institute National Association of Personal Financial Advisors Proud Member Investments & Wealth Institute logoFinancial Planning Association CFP Board
International Society of Certified Employee Benefit Specialists

Washington Association of Money Managers (WAMM)

Wisdom is not a product of schooling but of the lifelong attempt to acquire it.

Albert Einstein