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@wellsfargoadvisors.com
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12 phones found area 616, 314, 561, and 239
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LinkedIn matched
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David Westphal, Cfp® is listed as Managing Director - Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Grand Rapids Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 616, 314, 561, 239, and a matched LinkedIn profile for David Westphal, Cfp®.
David Westphal, Cfp® previously worked as Managing Director - Investment Officer at Wells Fargo Advisors and President at Westphal Financial, Inc..
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AeroLeads found 1 current-domain work email signal for David Westphal, Cfp®. Compare company email patterns before reaching out.
My goal is to help clients build and preserve wealth.This information is intended for use by residents of AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, ME, MI, MN, MO, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Iras, Fixed Income, High Net Worth Individuals, Etfs, and 10 others.
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A career timeline built from the work history available for this profile.
Greater Grand Rapids, Michigan Area
I am a financial advisor who works with individuals and families focusing closely on helping them through life transitions.I can be reached at 616-242-2334 or by e-mail at david.westphal@wellsfargoadvisors.com.
Registered Investment Advisor
Developed and traded client accounts and retirement planning.
Investment Advisor specializing in tactical portfolio management.
Assisted with Partnership accounts and trading activities.
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Doug Hicks
Colleague at Wells Fargo Advisors
United States, United States
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SA
Sabour Andkhoy, Cima® Cfp®, Mba
Colleague at Wells Fargo Advisors
Los Angeles Metropolitan Area, United States
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DB
Darby Barrett
Colleague at Wells Fargo Advisors
Golden, Colorado, United States, United States
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JC
Joel Coleman
Colleague at Wells Fargo Advisors
Greater Indianapolis, United States
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JI
Julie Iorio
Colleague at Wells Fargo Advisors
St Martinville, Louisiana, United States, United States
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CL
Chris Lane
Colleague at Wells Fargo Advisors
United States, United States
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ZC
Zena Crawford
Colleague at Wells Fargo Advisors
Helena, Montana, United States, United States
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LE
Lynda Eichacker
Colleague at Wells Fargo Advisors
Orange County, California, United States, United States
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JM
Jennifer Monaco
Colleague at Wells Fargo Advisors
Dallas-Fort Worth Metroplex, United States
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JS
Jackson Schott
Colleague at Wells Fargo Advisors
Richmond, Virginia, United States, United States
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Quick answers generated from the profile data available on this page.
David Westphal, Cfp® works for Wells Fargo Advisors.
David Westphal, Cfp® is listed as Managing Director - Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for David Westphal, Cfp® at Wells Fargo Advisors.
AeroLeads has found 12 phone signal(s) with area code 616, 314, 561, 239 for David Westphal, Cfp® at Wells Fargo Advisors.
David Westphal, Cfp® is based in Grand Rapids Metropolitan Area, United States, United States while working with Wells Fargo Advisors.
David Westphal, Cfp® has worked for Wells Fargo Advisors, Westphal Financial, Inc., Capital Management Services, Inc., Probus Capital Management Llc, and Market Timing Investments, Inc..
David Westphal, Cfp®'s colleagues at Wells Fargo Advisors include Doug Hicks, Sabour Andkhoy, Cima® Cfp®, Mba, Darby Barrett, Joel Coleman, and Julie Iorio.
You can use AeroLeads to view verified contact signals for David Westphal, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
David Westphal, Cfp® is listed with skills including Iras, Fixed Income, High Net Worth Individuals, Etfs, Retirement Planning, Investments, Finance, and Strategic Planning.
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