Trusted Financial Advisor

Ms Stacey Peterson CFP

Ms Stacey Peterson CFP

Westlake Financial Advisors

612 Porter LN, Hermosa Beach, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$0
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Planning, Retirement Planning, Risk Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor