Advisor profile


My approach

Chalise R Westenskow - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Chalise R Westenskow - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Family Finances
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Exam
  • Utah Life & Health License

Education

  • University of Utah Bachelor of Science in Economics

Interests

As a busy working mom to an awesome 11-year old rock star (Knox), we love spending the weekends playing basketball, watching movies or a Jazz game, and cooking dinner with my whole family who live right down the street.

We love to travel down south to play in the razor in Moab, Utah and getting lost in the beautiful Red Rocks.

Community participation

My son and I are passionate about helping animals specifically BIG dogs. We work with Big Dogs Huge Paws and help transport these gentle giants to their forever homes. The moment these big loves meet their paw parents for the first time just melts us and makes the 4 hour drive home worth it.

https://bigdogshugepaws.com/

National Association of Women Business Owners - Women inspiring and supporting the growth of other women entrepreneurs!

https://www.nawbo.org/salt-lake-city

Previous experience

  • Discover Card - Accounts Payable, 1999-2003