Wade J. Westhoff
Branch Manager - Financial Advisor at Raymond James Financial Services
- Role
- Financial Advisor at Raymond James
- Location
- Bend, US
- LinkedIn followers
- 500 followers
About Wade J. Westhoff
As a CERTIFIED FINANCIAL PLANNER™ professional and holder of the Accredited Investment…
Experience
Financial Advisor
Feb 2017 — Present · Bend, OR, US
Wade J. Westhoff, CFP, AIF is a Financial Advisor and an Investment Advisor Representative with Raymond James Financial Services, Inc. As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary, his clients have the confidence in knowing that he is held to higher standard both ethically and professionally, attributes that are held at a premium in today\'s financial landscape. In addition, Wade\'s unique family heritage and history gives him some very rare skill sets with regard to investments, education funding, estate planning and philanthropy. Wade has a B.S. degree from Oregon State University. He has also completed post-graduate courses in accounting, statistics and quantitative analysis at Golden Gate University in San Francisco. He holds the CERTIFIED FINANCIAL PLANNER™ certification issued by Certified Financial Planning Board of Standards, Inc. He is also an Acredited Investment Fiduciary issued through the Center for Fiduciary Studies, Inc. He holds Series 7, 63 and 65 securities registrations, is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services, Inc. Wade is also licensed by the State of Oregon Insurance Division life insurance and variable contracts.Securities and investment advisory services offered through Raymond James Financial Services, Inc, Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
Wake Forest University
Certificate in Applied Fiduciary Studies
2021 — 2022
Oregon State University
Bachelor's degree
1988 — 1993
Skills
- Financial Planning
- Wealth Management
- Investment Management
- Retirement Planning
- Retirement Income Solutions
- Investments
- Family Office
- Income Distribution
- Asset Accumulation
- Retirement
- Strategic Financial Planning
- Asset Preservation
- Asset Management
- Estate Planning
- Independent Advisor
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