WestStar Prosperity Partners
Company

WestStar Prosperity Partners

Financial Services 22500 Se 64th Pl 13 employees
Employees
13
Contacts
3
Emails
3

WestStar Prosperity Partners Overview

Headquarters
22500 Se 64th Pl
Industry
Financial Services
Employees
13
Founded
2010
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About WestStar Prosperity Partners

WestStar Prosperity Partners provides our clients the professional financial planning and investment management services they need to pursue their best life with confidence and clarity. We advise, guide, and mentor families, professionals, and business owners on how to build secure financial foundations for tomorrow, accumulate wealth, and turn their life’s work into a rewarding retirement. We do it in a way that suits them and helps them grow. Our team of fiduciary professionals assists our clients in developing and implementing holistic financial plans that target their goals - including personal and business financial planning, investment planning, tax planning, risk management, and retirement planning. Clients trust WestStar Prosperity Partners for custom-tailored solutions for optimizing complex company stock compensation programs, for professional investment portfolio management, college funding, mutual funds, charitable giving, estate planning, and much more. We pride ourselves on our enduring relationships and in helping clients turn their dreams to reality. WestStar clients feel secure in the decisions they make, and in the care we take to manage their personal and family prosperity. Contact us today and let’s talk about making the most of your tomorrow. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

WestStar Prosperity Partners Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

WestStar Prosperity Partners Org Chart

Sample employees and titles
Name Title Contact
Sam Gullette, Certified Financial Planner™, Clu® Empowering Clients & Advisors to Thrive with Clarity and Confidence - Financial Advisor, Equity Comp Specialist, Weststar Prosperity Group CEO
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Michel Smith, Crpc®
Email
Erik Alexander Helping Equity-compensated Tech Pros Optimize, Plan, and Grow
Email
Richard Thomas Maximizing Outcomes for 401(k) Plan Sponsors and Participants.
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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