Brian West Joins West Financial Advisors
Brian West becomes partner of West Financial Advisors, LLC. Brian joins the firm with broad financial experience, strong technical expertise, and numerous business successes over the last 16 years. Brian is a CPA and licensed as a registered investment advisor. He will serve as the firm’s Chief Investment Officer managing and overseeing client portfolios and investment strategies.
Brian joins his partner and wife, Laura, who is a CPA an CERTIFIED FINANCIAL PLANNER. West Financial Advisors, LLC, help clients grow and protect their wealth with objective financial advice and specialize in personal financial planning, investment management, and retirement planning for both individuals and businesses.