Robert Westbrook

About Robert Westbrook

For 35 years our organization has been helping people like you realize important life goals - both personal and business. Our customers trust our knowledge and experience in personal insurance, investments, and group benefits, and they appreciate the many advantages we offer as a long-established leader in financial services. We can assist you in the design and selection of products and services to help fulfill your personal financial planning goals, such as retirement funding, wealth management, estate planning, education funding and long term care protection. We can also help you protect the financial health of your company and contribute to its growth. Among the business products and services we can help you with are: designing, funding and administering executive and group insurance plans, flexible benefits, customized pension and profit-sharing plans, 401(k)\'s, Employee stock option plans (ESOP), key employee and deferred compensation (TOP HAT) plans. Robert J. Westbrook, CLU, ChFC, CFP, AIF is a Registered Representative and Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, a broker / dealer and registered investment adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 7425 E. Stetson Dr, Scottsdale, AZ 85251 Ph: 48••••••71 Specialties: Professional ServicesAsset Allocation Strategies Business Succession StrategiesRetirement PlanningFinancial Planning401(k) AccountsQualified PlansRetirement Estate PlanningLong Term Care ProtectionSmall Business Retirement and Benefit PlansSecuritiesLife & Disability Income InsuranceHealth InsuranceGroup Benefit PlansVariable Life & Variable AnnuitiesProperty and Liability InsuranceKey Employee Benefit PlansWorker\'s Compensation/Business Liability

Experience

1. President

   Westbrook Financial Services, Inc

   Apr 1983 — Present · Scottsdale, AZ, US

   Developed and implemented comprehensive financial strategies for clients to clarify goals and realize dreams.• Collaborated with clients to create customized financial plans tailored to their specific situations.• Differentiated from other financial advisors by taking a holistic approach to financial planning within the context of the client\'s overall situation.

Education

• The American College of Financial Services

  CFP, ChFC, CLU, Financial Planning

  1998 — 2004

• College for Financial Planning

  CFP, Financial Planning and Services

  2018 — 2018

• Fi360

  AIF, Fiduciary Investment Planning

Skills

• Employee Benefits
• Special Needs Planning
• Retirement Planning
• Executive Compensation
• Finra
• Aif
• Retirement Solutions
• Disability Insurance
• Executive Pay
• Comprehensive Wealth Management
• Wealth Management Services
• Asset Allocation
• Mutual Funds
• Small Business
• Retirement
• Investments
• Investment Advisory
• Strategic Financial Planning
• Financial Services
• Securities
• Certified Financial Planner
• Estate Planning
• Insurance
• Wealth Management
• Clu
• Pensions
• Buy-Sell Agreements
• Financial Planners
• Wealth
• Financial Advisory
• Profit Sharing
• Insurance Planning
• Group Benefits
• Group Health
• Long-Term Care
• 401k
• Health Insurance
• Fixed Annuities
• Deferred Compensation
• Divorce Planning