West Financial is dedicated to providing you a well rounded understanding of investments, estate planning and legal tools to protect you and your family. RSVP to upcoming video events or watch our event video archive. 

Upcoming Events

There are no upcoming events scheduled. Please check back later.

Video Archives

Financial Planning 101

West Financial Services presents our "Financial Planning 101" webinar, focusing on financial planning basics. It is suitable for our younger clients, or children/grandchildren of older clients and discusses why financial planning matters.
Watch Video

Under the Hood - Investment Management Philosophy

West Financial Services presents our webinar that brings you “under the hood” of our customized portfolio process. Learn how our investment philosophy works together with your goals to create a portfolio to meet your financial needs.
Watch Video

Elder Abuse & Financial Exploitation

Learn more about Elder Abuse & Financial Exploitation and who the usual victims are by watching West Financial's Angela B. Baker, JD, CFP®, CLTC, CASL®, RIPC® interview with Pam Reynolds, CMC, CPG on “The Aging Authority.“ Angela talks about the challenges of preventing financial exploitation and why it is so important to do so.
Watch Video