2020 West Financial Advisors 
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July 26, 2017

Daniel joins us from Iowa State University where he graduated with a Bachelor of Science Degree in Business and a minor in German. Most recently, he worked at Atlantic Coca-Cola Bottling Company based in Waukee for two years where amongst other things he created Standa...

December 8, 2015

We would like to thank Matt DeLanoit for his help during his internship with West Financial Advisors. Matt has supported lead advisors with client planning and analysis, and assisted with marketing efforts. Matt is currently pursuing a double major in Finance and Econo...

August 11, 2015

The team at West Financial Advisors is happy and proud to announce Brian West passed the Chartered Financial Analyst (CFA) III Exam. The CFA III Exam, administered by the CFA Institute, had a pass rate of only fifty-three percent this year. The CFA is widely considered...

August 3, 2015

The 5th annual YPC of Greater Des Moines Mentors & Mulligans golf outing was held at Waveland Golf Course. The event teams up young professionals with Des Moines area leaders for a round of golf and the opportunity to connect in a laid back environment.  West Financial...

May 15, 2015

West Financial Advisors welcomes Matt DeLanoit to our team. Matt is our firm’s intern and supports lead advisors with client planning and analysis, plus assists with marketing efforts.  Matt is currently pursuing a bachelor’s degree in Finance and Management Informatio...

February 20, 2015

Join us in congratulating Sue on her career accomplishments and future endeavors today from 4:00 to 6:00 pm at 300 East Locust St, Suite 150.

Sue has more than 35 years of experience in the financial industry serving in various accounting and finance support roles. We h...

July 29, 2014

West Financial Advisors is happy and proud to announce Brian West passes the Level II CFA Exam.  The exam is administered by the CFA Institute and only forty-six percent of candidates passed the Level II Exam. Passing the exam moves Brian one step away from earning his...

March 29, 2014

West Financial Advisors is happy to launch its newly designed website this week.  We hope you find the new layout user-friendly and informative.  One new feature we are particularly excited about is the Blog.  Expect to receive timely perspectives about personal financ...

December 7, 2013

Abby Belvin earns bachelor of Financial Counseling and Planning degree from Iowa State University. The coursework teaches students how to deal with individual and family financial needs through courses in academic disciplines such as accounting, business, communication...

August 8, 2013

West Financial Advisors, LLC is a fee-only registered investment advisory firm registered with the State of Iowa. The company specializes in personal financial planning and ongoing investment management for individuals and small company retirement plans.

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