Karlee West
Financial Consultant Partner at Charles Schwab
- Role
- Financial Consultant Partner at Charles Schwab
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Karlee West
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.CA License Insurance # 43•••22 New York Life Insurance CompanyOrange Coast General Office2020 Main Street, 10th Floor, Irvine, CA 92614
Experience
Financial Consultant Partner
Jan 2026 — Present · Newport Beach, CA, US
Education
University of Oklahoma
Bachelor's degree, Finance, General
2020 — 2024
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