Robert J. Westbrook,  CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Westbrook, CFP®

CLU, ChFC,AIF,

President

Westbrook Financial Services, Inc.

7425 E Stetson Dr
Scottsdale, AZ 85251-3516
FINANCIAL ADVISOR'S WEBSITE
(480) 424-7271

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.

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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 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.

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

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Helpful Financial Planning Resources