Heather West
Financial Consultant
My aim is to empower and educate my clients so they are able to make informed decisions as we implement, and continually monitor, their individual financial strategy. I help my clients develop a comprehensive financial strategy that fits their unique needs and helps them to meet both short and long-term goals.
I was born and raised in the Seattle area, and graduated with a Bachelor's of Arts from Pacific Lutheran University. Outside of my professional life, my husband, sons and I enjoy hiking, camping, running, biking and traveling.
California Insurance License #: 0H80277
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.