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Richard Westhelle, Cfp® Email & Phone Number

Wealth Advisor at Ashton Thomas Private Wealth
Location: New York City Metropolitan Area, United States, United States 9 work roles 1 school
1 work email found @advisorscenter.com 1 phone found area 732 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@advisorscenter.com
Direct phone (732) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Ashton Thomas Private Wealth
Role
Wealth Advisor
Location
New York City Metropolitan Area, United States, United States
Company size
38 employees

Who is Richard Westhelle, Cfp®? Overview

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Quick answer

Richard Westhelle, Cfp® is listed as Wealth Advisor at Ashton Thomas Private Wealth, a company with 38 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at advisorscenter.com, phone signal with area code 732, and a matched LinkedIn profile for Richard Westhelle, Cfp®.

Richard Westhelle, Cfp® previously worked as Senior Wealth Advisor at Ashton Thomas Private Wealth and Wealth Advisor at Advisors Capital Management. Richard Westhelle, Cfp® holds Bachelors Of Science, Financial Planning from The Ohio State University.

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Email format at Ashton Thomas Private Wealth

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*@advisorscenter.com
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AeroLeads found 1 current-domain work email signal for Richard Westhelle, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Richard Westhelle, Cfp®

You spend your lifetime working hard to earn money to have a place to live, provide for your family, and do the things you enjoy doing. As your life changes, you find that so do your priorities and goals. If only you had a financial coach in your corner to keep you on track and guide you towards success.As a Wealth Advisor at Ashton Thomas Private Wealth, I am that coach. I assist business owners, retirees, and working professionals in making decisions on how to best optimize their financial resources to successfully achieving their goals, so that they can focus their time on what's most important to them and enjoy their best version of financial freedom.I am a CFP® professional and currently hold the Series 65 registration. I am also licensed to sell life and health insurance in the following states: in AR, FL.Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Advisors, LLC (“ATA”), SEC-registered investment advisers. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer, Member FINRA/SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. Ashton Thomas Private Wealth, LLC, does not provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Check the background of the investment professional at https://brokercheck.finra.org/.

Listed skills include Wealth Management, Finra, Portfolio Management, Financial Advisory, and 14 others.

Current workplace

Richard Westhelle, Cfp®'s current company

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Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Wealth Advisor
scottsdale, arizona, united states
Website
ashtonthomaspw.com
Employees
38
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Company profile
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9 roles

Richard Westhelle, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President

Goldman Sachs

Investment Advisory services offered by United Capital Advisers, LLC a Goldman Sachs Company.

Jan 2022 - Jul 2022

Associate

Goldman Sachs

Paramus, New Jersey, United States

Investment Advisory services offered by United Capital Advisers, LLC a Goldman Sachs Company.

Jul 2019 - Dec 2021

Registered Representative

Cetera Advisor Networks Llc

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity. All third party posts.

May 2013 - Jul 2020

Operations Analyst

Family Financial Research

Registered Investment Adviser / Financial Planning Company; Fee-OnlyMerged with Stonegate Wealth Management.

Jan 2009 - Dec 2009
Team & coworkers

Colleagues at Ashton Thomas Private Wealth

Other employees you can reach at ashtonthomaspw.com. View company contacts for 38 employees →

KW Karen W. Mcdade, Cfp®, Aif®, Cdfa® Karen W. Mcdade, Cfp®, Aif®, Cdfa® Colleague at Ashton Thomas Private Wealth Scottsdale, Arizona, United States, United States View → MP Michael Porter Michael Porter Colleague at Ashton Thomas Private Wealth Casper, Wyoming, United States, United States View → SD Sharon Davidson Sharon Davidson Colleague at Ashton Thomas Private Wealth Urbandale, Iowa, United States, United States View → RL Ryan Lovett, Cfp®, Aif® Ryan Lovett, Cfp®, Aif® Colleague at Ashton Thomas Private Wealth Scottsdale, Arizona, United States, United States View → CS Cory Schauer Cory Schauer Colleague at Ashton Thomas Private Wealth Marblehead, Massachusetts, United States, United States View → DG Drinan Gorney Drinan Gorney Colleague at Ashton Thomas Private Wealth Scottsdale, Arizona, United States, United States View → MT Meghan Thomson Meghan Thomson Colleague at Ashton Thomas Private Wealth Boston, Massachusetts, United States, United States View → LK Lance Knight, Crpc® Lance Knight, Crpc® Colleague at Ashton Thomas Private Wealth Las Vegas, Nevada, United States, United States View → IS Ines Seferi Ines Seferi Colleague at Ashton Thomas Private Wealth Boston, Massachusetts, United States, United States View → JB Jennifer Beals Jennifer Beals Colleague at Ashton Thomas Private Wealth Chandler, Arizona, United States, United States View →
1 education record

Richard Westhelle, Cfp® education

FAQ

Frequently asked questions about Richard Westhelle, Cfp®

Quick answers generated from the profile data available on this page.

What company does Richard Westhelle, Cfp® work for?

Richard Westhelle, Cfp® works for Ashton Thomas Private Wealth.

What is Richard Westhelle, Cfp®'s role at Ashton Thomas Private Wealth?

Richard Westhelle, Cfp® is listed as Wealth Advisor at Ashton Thomas Private Wealth.

What is Richard Westhelle, Cfp®'s email address?

AeroLeads has found 1 work email signal at @advisorscenter.com for Richard Westhelle, Cfp® at Ashton Thomas Private Wealth.

What is Richard Westhelle, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 732 for Richard Westhelle, Cfp® at Ashton Thomas Private Wealth.

Where is Richard Westhelle, Cfp® based?

Richard Westhelle, Cfp® is based in New York City Metropolitan Area, United States, United States while working with Ashton Thomas Private Wealth.

What companies has Richard Westhelle, Cfp® worked for?

Richard Westhelle, Cfp® has worked for Ashton Thomas Private Wealth, Advisors Capital Management, Goldman Sachs, Cetera Advisor Networks Llc, and United Capital Financial Advisers, Llc.

Who are Richard Westhelle, Cfp®'s colleagues at Ashton Thomas Private Wealth?

Richard Westhelle, Cfp®'s colleagues at Ashton Thomas Private Wealth include Karen W. Mcdade, Cfp®, Aif®, Cdfa®, Michael Porter, Sharon Davidson, Ryan Lovett, Cfp®, Aif®, and Cory Schauer.

How can I contact Richard Westhelle, Cfp®?

You can use AeroLeads to view verified contact signals for Richard Westhelle, Cfp® at Ashton Thomas Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Richard Westhelle, Cfp® attend?

Richard Westhelle, Cfp® holds Bachelors Of Science, Financial Planning from The Ohio State University.

What skills is Richard Westhelle, Cfp® known for?

Richard Westhelle, Cfp® is listed with skills including Wealth Management, Finra, Portfolio Management, Financial Advisory, Strategic Financial Planning, Financial Modeling, Strategic Financial, and Investments.

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