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Pete West profile image

Pete West

Chartered Financial Consultant at Independent Financial Consultant
Intro Book
Pete West, a seasoned Chartered Financial Consultant with 40 years of experience, offers comprehensive financial advisory services in Tulsa, OK, with expertise in asset management, retirement planning, and leadership development.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Financial Advisory
  • Retirement Planning
  • Asset Management
  • Public Speaking
  • Leadership Development
  • Show all
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Bio

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Topline AI
Pete West is a seasoned financial professional with over thirty years of experience in the industry. He holds a Chartered Financial Consultant (ChFC) designation and has served as a financial advisor and consultant. Pete's expertise spans multiple areas, including financial advisory, retirement planning, asset management, public speaking, leadership development, team building, marketing, and small business management. He has advised clients in various capacities, including as an independent financial consultant and as a self-employed financial consultant. Pete's educational background includes a Bachelor of Science degree in Business Administration from Oklahoma State University. He is fluent in multiple languages and has a strong foundation in nutrition and food management.

Credentials

  • Chartered Financial Consultant
    -

Experience

  • Independent Financial Consultant
    • Tulsa, OK
    • Chartered Financial Consultant
      • Oct 1983 - Present
      • Tulsa, OK

      Pete serves his clients by bringing solutions related to business planning, estate planning, retirement planning and charitable giving. Using a consultative approach, Pete shows clients how to improve effectiveness and efficiency in all six areas of wealth management: asset management, risk management, credit management, cash flow management, tax planning and estate planning,Pete has been in the financial services industry for over thirty years and has earned the Chartered Financial Consultant (ChFC) designation and serves as a financial advisor and consultant.

  • Self Employed, Financial Consultant
    • Tulsa, OKC and Broken Arrow, OK
    • Chartered Financial Consultant
      • Oct 1983 - Apr 2020
      • Tulsa, OKC and Broken Arrow, OK

      Advising clients in all six areas of wealth management.

Education

  • 1978 - 1982
    Oklahoma State University
    B.S., Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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