Chase Dapello
Financial Advisor, Aams @Westlake Private Wealth Management
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WORK HISTORY
Financial Advisor, Aams @Westlake Private Wealth Management
CA
Westlake Private Wealth Management is a boutique investment advisory firm located in Westlake Village, California whose principal members provide investment guidance and discretionary portfolio management to high net worth individuals, multi-generational families, entrepreneurs, and small businesses. We are an independent firm, free from corporate mandates and singularly focused on the pure, objective and holistic approach to the long-term financial needs of our clients. Although we are independent, we afford our clients the stability and additional confidence that comes from our association with one of the nation’s largest and most respected financial services firms, Wells Fargo Advisors Financial Network.
EDUCATION
California Lutheran University
Business Administration, Emphasis in Finance
ABOUT CHASE DAPELLO
As a Financial Advisor with Westlake Private Wealth Management, I can offer you a wide…
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