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Our financial advice team


Stephen Westlake, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC, CFS®, APMA

Financial Advisor

WGG Wealth Partners
38
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

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

Awards & recognition

  • Ameriprise Circle of Success Chairman’s Advisory Council, 2007-2023
  • Ameriprise Circle of Success Diamond Ring, 1999
  • Ameriprise Circle of Success, 1999 - 2022
  • Five Star Wealth Manager, 2017-2024
  • Ameriprise Circle of Success Hall of Fame, 2005

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

Interests

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