Branch Manager - Financial Advisor

• May 2019 - Present

Financial Advisor

• Feb 2017 - Present

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. Show less

Financial Advisor

• Feb 2013 - Feb 2017

Financial Advisor

• Jun 2002 - Jan 2013

At a certain point in your life, time constraints and financial complexity can become serious roadblocks for you to manage your wealth. Our company can be your partner, helping you oversee, manage and pull together your financial affairs so that you can focus on wherever your passion takes you, be it career, family, travel, retirement or philanthropy. At a certain point in your life, time constraints and financial complexity can become serious roadblocks for you to manage your wealth. Our company can be your partner, helping you oversee, manage and pull together your financial affairs so that you can focus on wherever your passion takes you, be it career, family, travel, retirement or philanthropy.

Sales - Institutional Cash Management

• Sep 2001 - May 2002

As a representative for the Institutional Trust group, I helped provide short term / liquidity investment solutions to commercial and corporate customers of Wells Fargo Bank. We utilized the complete suite of Institutional Money Market Funds managed by Wells Capital Management.

Financial Consultant - Investments

• May 1999 - Sep 2001

Provided investment and insurance solutions to individuals and family clients of Wells Fargo Private Client Services / WF Investments. Stores covered included Castro Valley, San Leandro and Walnut Creek Hub offices.