Talk to sales Try for Free
Pete West

Pete West

Chartered Financial Consultant

Followers of Pete West1000 followers
location of Pete WestTulsa, Oklahoma, United States

Connect with Pete West to Send Message

Connect

Connect with Pete West to Send Message

Connect

  • Timeline

  • About me

    I help individuals, families and business owners create and grow wealth, without tax consequences and market risk.

  • Education

    • Oklahoma State University

      1978 - 1982
      B.S. Management

      Activities and Societies: Phi Gamma Delta Earned a B.S. in Business Administration

  • Experience

    • Independent Financial Consultant

      Oct 1983 - now
      Chartered Financial Consultant

      Pete serves his clients by bringing solutions related to business planning, estate planning, retirement planning and charitable giving. Using a consultative approach, Pete shows clients how to improve effectiveness and efficiency in all six areas of wealth management: asset management, risk management, credit management, cash flow management, tax planning and estate planning,Pete has been in the financial services industry for over thirty years and has earned the Chartered Financial Consultant (ChFC) designation and serves as a financial advisor and consultant. Show less

    • Self Employed, Financial Consultant

      Oct 1983 - Apr 2020
      Chartered Financial Consultant

      Advising clients in all six areas of wealth management.

  • Licenses & Certifications

    • Chartered Financial Consultant

  • Volunteer Experience

    • Senior Warden and Vestry member of church

      Issued by Church of the Holy Spirit, Anglican on Jan 2008
      Church of the Holy Spirit, AnglicanAssociated with Pete West