Westface Financial Advisory
Westface Financial Advisory (CRD# 168959) is a financial advisory firm headquartered in Vancouver, WA. They manage $1,012,340 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$63,271
- 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
- Selection of other advisers (including private fund managers)
Mark Guthrie (CRD# 1795970) is an Investment Advisor Representative working at Westface Financial Advisory in Vancouver, WA and has over 8 years of experience in the finance industry.
Beatrice Schultz (CRD# 5607426) is an Investment Advisor Representative working at Westface Financial Advisory in Vancouver, WA and has 1 year of experience in the finance industry. Beatrice Schultz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.