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Cfp Mike Westra
Cfp Mike Westra
VP - Sr. Financial Consultant | Trading Lab Inc
Colorado, United States
Cfp Mike Westra
Summary
Mike Westra is a seasoned financial consultant with over two decades of experience in the financial services industry, currently serving as a VP and Senior Financial Consultant at Charles Schwab. His expertise spans various areas including investments, wealth management, and trading, making him a valuable asset in the financial landscape. Based in Colorado, Mike has honed his skills in leadership and new business development, showcasing his ability to drive growth and foster client relationships. He holds several key certifications, including Series 63 and Series 7, which further solidify his credentials in the finance sector. Despite his extensive experience, Mike remains committed to continuous learning and adaptation within the ever-evolving financial markets. His professional journey reflects a strong dedication to client success and financial empowerment. Outside of work, Mike is passionate about mentoring emerging finance professionals, sharing his insights and knowledge to help them navigate their careers. He embodies a blend of expertise and approachability, making him an influential figure in his field.
Cfp Mike Westra
Work Experience
VP - Sr. Financial Consultant at
Charles Schwab
September 1997 - Present
Vp - Sr. Financial Consultant at
Trading Lab Inc
September 1997 - Present
Frequently Asked Questions about Cfp Mike Westra
What is Cfp Mike Westra email address?
Cfp Mike Westra's primary email address is ***********@schwab.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Mike Westra work for?
Cfp Mike Westra is a VP - Sr. Financial Consultant at Trading Lab Inc, a company specializing in Security brokers & dealers.
How can I directly contact Cfp Mike Westra?
To contact Cfp Mike Westra directly, you can use the email address ***********@schwab.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Mike Westra?
Mike Westra is a seasoned financial consultant with over two decades of experience in the financial services industry, currently serving as a VP and Senior Financial Consultant at Charles Schwab. His expertise spans various areas including investments, wealth management, and trading, making him a valuable asset in the financial landscape. Based in Colorado, Mike has honed his skills in leadership and new business development, showcasing his ability to drive growth and foster client relationships. He holds several key certifications, including Series 63 and Series 7, which further solidify his credentials in the finance sector. Despite his extensive experience, Mike remains committed to continuous learning and adaptation within the ever-evolving financial markets. His professional journey reflects a strong dedication to client success and financial empowerment. Outside of work, Mike is passionate about mentoring emerging finance professionals, sharing his insights and knowledge to help them navigate their careers. He embodies a blend of expertise and approachability, making him an influential figure in his field.
Cfp`s contact details
***********@schwab.com
Colleagues
Vice President - Financial Consultant
Senior Vice President
Financial Advisor, Senior Vice President
VP-Financial Consultant, CFP®
VP - Financial Consultant
VP, Portfolio Manager
Vp - Financial Consultant