Dennis M. West is a 28-year veteran of the financial service industry. He uses his experience and training to help individual investors and small businesses pursue their goals. Because he is a fully independent advisor, Dennis is able to provide solutions free from the pressure of corporate and proprietary interests. This is key in allowing him to put the interests of his clients first.
As a financial coach, Dennis strives to empower clients to become more knowledgeable investors. Along with his financial leadership skills and commitment to client education, he adheres to a disciplined planning process that incorporates custom strategies and ongoing investor behavior coaching. A CERTIFIED FINANCIAL PLANNER™, Dennis has demonstrated a command of nearly 100 integrated financial planning topics.
As conferred by the Certified Financial Planner Board of Standards, Dennis’s CFP® title embodies his commitment to excellence and expertise across a spectrum of financial services. While the general term of “financial planner” has become pervasive in our industry, CFP® professionals are bound by their comprehensive training and adherence to uncompromising principles. Dennis holds the following licenses:
- FINRA Series 7, 24, 63, & 65 held through LPL Financial
- Life and Health Insurance
- CERTIFIED FINANCIAL PLANNER™