Stephen M. Westlake,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen M. Westlake, CFP®

CLU, CFS, ChFC

Senior Financial Advisor

WGG Wealth Partners

3741 Douglas Blvd, Ste 290
Roseville, CA 95661
(888) 581-1881
(916) 677-1640

General

Stephen Westlake is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WGG Wealth Partners in Roseville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CFS, CLU

Insurance Licenses

  • Life insurance: WA,,OR,CO,AZ,KY,F
  • Health/disability insurance: WA,,OR,CO,AZ,KY,F
  • Property/casualty
  • Fixed annuities: WA,,OR,CO,AZ,KY,F
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources