Clifford Westberg
CRD Number: 2398503Current Firm: Commonwealth Financial Network
Compensation Model: Both
Cliff Westberg, CFP® is the president and founder of With Integrity Wealth Management. In 2003, Cliff opened the firm in The Pinehills and has been here since. Prior founding With Integrity, he began his financial career in 1992 and held positions with Janney Montgomery Scott, LLC, and Merrill Lynch, where he specialized in portfolio management and investment income planning.
Cliff holds FINRA Series 6, 7, 63, and 65 securities registrations as a registered representative and Investment Adviser Representative of Commonwealth Financial Network®. He has earned the CERTIFIED FINANCIAL PLANNER™ professional designation. He was educated at Boston University and Plymouth State College.
Cliff is very active in the community and serves in the following volunteer capacities:
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Charter Member of the Plymouth Sunrise Rotary Club
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Member of the Financial Planning Association of America
In his spare time, Cliff likes to ski, fish, golf, bike, and compete in the triathlons. He lives in Plymouth with his wife, Kari, and their children, Connor and Katie.
Clifford Westberg is proud to have been recognized as a Business Experience advisor for 2015—a distinction that places him/her among the top 37 percent of advisors affiliated with Commonwealth Financial Network..
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
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Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Dec 2003 - Current | 20 |
| With Integrity Financial Management | Plymouth, MA | Dec 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1995 |
- MA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,FL,IA,MA,MD,NC,NH,NY,PA,RI,TN,TX,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.
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