Robert J. Westbrook, CFP^®

CLU, ChFC,AIF,

President

Westbrook Financial Services, Inc.

7425 E Stetson Dr
Scottsdale, AZ 85251-3516

FINANCIAL ADVISOR'S WEBSITE

www.westbrookfinancial.com

(480) 424-7271

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Registered Representatives may also provide advisory services as Investment Advisor Representatives (IARs).Information about advisory services can be obtained by asking for a copy of Cetera Advisor Networks’ disclosure brochure or form ADV Part II

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

General

Robert Westbrook is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westbrook Financial Services, Inc. in Scottsdale, AZ and the surrounding communities.

Financial Advisor Overview

Founded by Robert J. Westbrook, CFP®, Westbrook Financial Services, Inc. is a Specialized Wealth Management, Financial Planning and Executive Benefits Firm, creatively working with our clients to resolve complex personal and business planning solutions.

Financial Advisor Experience

Since 1983, Westbrook Financial Services, Inc. has delivered customized, state-of-the-art financial solutions to executives, business owners and other successful individuals and families who have unique planning and wealth management needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC^®)
Other - CLU

Insurance Licenses

Life insurance
Health/disability insurance
Property/casualty
Fixed annuities
Variable annuities

Broker-Dealer Disclaimer

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity Cetera Advisor Networks LLC, headquartered in El Segundo, California, is a national, full-service registered securities brokerage firm, member SIA and SIPC (Securities Investor Protection Corporation) and is a FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs