Robert Hutten
Financial Advisor, Director @Westlake Private Wealth Management
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WORK HISTORY
Financial Advisor, Director @Westlake Private Wealth Management
Westlake Village, CA, US
EDUCATION
Thousand Oaks High School
High School Diploma/GED
Cal Poly San Luis Obispo
Bachelor's Degree
ABOUT ROBERT HUTTEN
VALUE PROPOSITION As a wealth management advisor, I help clients achieve financial success by serving as their financial quarterback. I am at the center of the client relationship coordinating with other professionals; CPA’s, estate planning attorneys, insurance specialists, etc. to help them meet their financial goals and objectives. I work with a select group of retirees, executives, individuals, and small to medium-sized businesses. My goals-based wealth management process starts with getting to know the client first through an in-depth profiling in order to learn more about them and their situation. Next, I work with them on defining and prioritizing their goals and objectives. From there I help them develop a plan, asset allocation, and risk tolerance. I believe my clients work with me because I am in their corner committed to helping them make the best possible choices for their financial future. ROBERT P. HUTTEN I have been a Financial Advisor since 1989 joining Merrill Lynch in 2002. I am a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards. Alumnus of Cal Poly, San Luis Obispo with a degree in Business Administration concentrating in finance. My lovely wife Veronica and I live in Dos Vientos, Newbury Park with our children Braden, Jake, and Karly. I enjoy family time and have been coaching my children for many years in all of their sporting activities. This information is intended for use by residents of AZ, CA, CO, FL, GA, ME, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, and WA only. CA Insurance Producer License Number: 0A53607 Resident State CA Contact me by email (r••••••••@westlakepwm.com) or by phone Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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