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Our financial advice team


Stephen Westlake

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC®, CFS®

Private Wealth Advisor

WGG Wealth Partners
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving

Interests

  • My favorite hobbies are golf and fishing
  • I am an avid reader
  • I enjoy traveling and photography

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2007 - 2019
  • Ameriprise Diamond Ring Club, 2007 - 2019
  • Ameriprise Circle of Success, 1999 - 2019
  • FIVE STAR Wealth Manager, 2017-2020
  • Ameriprise Hall of Fame, 2005 - 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • APMA® Accredited Portfolio Management Advisor℠

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Keaton Raphael Memorial
  • Habitat for Humanity
  • Photography for local youth groups
  • I support golf tournaments that donate to local charities
  • Charity Fall Classic Golf Tournament
  • Sacramento Estate Planning Council
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive