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Skip West

Skip West

President & Chief Financial Advisor • West Financial Group

Florida, United States •

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About

very experienced financial advisor

Speaking Topics
Financial services
Signature Programs (1)


As an experienced financial advisor, Skip West is well-versed in a range of services such as retirement planning, budgeting, taxes, legacy and estate planning, and insurance needs. Furthermore, he offers personalized service to his clients through tailored programs specific to their desired retirement lifestyle. Not only that, but Skip is dedicated to keeping up with industry standards by attending continuing education events and staying informed on current events - most recently on the CARES Act and annuities during the pandemic. To further support his clients, Skip also holds seminars and teleconferences covering topics focusing on mitigating stock market risk, protecting retirement from taxation and more. These resources are offered free of charge for those looking for guidance in the process of achieving their desired retirement goals.

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Available For
Conference (Full-day Event)
Workshop (3+ hour event)
Moderator
Webinar (Virtual event)
School (incl. charity)
Meetup
Emcee
Fee
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Open To Bookings
North America
South America
Languages
English