Westhill Financial Advisors, Inc.
Westhill Financial Advisors, Inc. (CRD# 152506) is a financial advisory firm headquartered in San Rafael, CA. They manage $487,928,040 in 1,089 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management488MILLION
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Total Number of Accounts1,089ACCOUNTS
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Average Account Value$448,051
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, HI, ID, NY, OR, TX, VA, WA
John Hammond (CRD# 235344) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 29 years of experience in the finance industry.
Meghan Hyland (CRD# 6515535) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 8 years of experience in the finance industry.
Kirk Ludwig (CRD# 1453087) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 27 years of experience in the finance industry.
Diane McCracken, ChFC, C(k)P, leads the Taddei, Ludwig and Associates, Inc. Group Qualified Retirement Planning team. Her team provides research and strategic planning on a wide range of retirement options and services. Most recently she has received the C(k)P® designation, a certification specifically for 401k professionals awarded by the Retirement Advisor University at UCLA Anderson School of Management. Recipients are required to complete a rigorous course-load, specific to the continually changing and complex field of retirement planning.
Diane believes in continuing education and staying abreast of tax law changes that impact Qualified and Non-Qualified Retirement Plans. “My team’s goal is to become a valuable ally and timesaving resource, helping our clients develop and maintain the best qualified retirement plan for their situation.”
Diane began her professional career managing local savings and loan institutions. She later became a business banking officer for a local commercial bank. Her banking career spans a decade, from 1984 until 1994.
Diane joined the TLA team in 1994 and became a partner in 1995.
Diane holds the following credentials and professional designations:
- Chartered Financial Consultant (ChFC)
- FINRA Series 6, 7, 63, 65, and 24 securities registrations
- Qualified Plans Specialist (AXA Advisors, LLC)
- Certified 401k Professional C(k)P®
- Accredited Investment Fiduciary (AIF®)
California Insurance License Number: 0B45837
415-482-1561
Nicholas Safrit (CRD# 4886742) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 19 years of experience in the finance industry.
Matthew Taddei (CRD# 1231923) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 28 years of experience in the finance industry.