Robert M. Cheney, CFP^®

CFA

Founder, Wealth Advisor

Westridge Wealth Strategies

137 Sheridan Road
Winnetka, IL 60093

FINANCIAL ADVISOR'S WEBSITE

www.westridgewealth.com

(650) 233-9122

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Westridge Wealth Strategies works with prospects who have $1M investable assets (individuals/families) and/or $100K annual discretionary business income (business owners) and our compensation is fee-based.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Robert Cheney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westridge Wealth Strategies in Winnetka, IL and the surrounding communities.

Financial Advisor Overview

Westridge Wealth Strategies helps Silicon Valley families and small business owners and its services are differentiated from other wealth advisors by:
•The independent and evidence-based perspective offered to clients.
•The breadth of comprehensive wealth management delivered with a particular focus on tax minimization.
•An investment philosophy of passive-based, low-cost core portfolio management supplemented with non-traded, private investments.

Financial Advisor Experience

Mr. Cheney has more than a quarter-century of wisdom garnered from managing client wealth in constantly changing financial markets. He is regularly featured in financial media such as The Wall Street Journal, CNBC.com, and The New York Times.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

DFPG Investments, Inc.

Broker-Dealer Disclaimer

Westridge Wealth Strategies Is a Branch Office of DFPG Investments, Inc. Securities and Investment Advisory Services Offered Through DFPG Investments, Inc. Member FINRA/SIPC. CA Insurance Lic. #0D51829.

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, Getting Divorced, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances