A complete list of active advisors currently associated with Westside Financial Advisors LLC

Warmer can help you find a great advisor at Westside Financial Advisors LLC or one who fits your needs even better.

Westside Financial Advisors serves individual and high‑net‑worth clients as well as corporations and other businesses. The firm provides discretionary investment management—frequently implemented through a recommended third‑party manager—and offers both hourly and ongoing comprehensive financial planning; as of December 2025 it managed roughly $6.24 million for a small group of clients. The firm primarily practices passive investment management using index mutual funds and ETFs, complemented by fundamental and technical analysis, and may delegate portfolio implementation to an outside manager (Buckingham Strategic Partners is the sole recommended TAMP). Westside typically operates with discretionary authority, conducts periodic account reviews, and relies on custodian statements for client reporting rather than producing separate written account reports. A distinguishing feature is that the firm’s principal is a licensed certified public accountant and holds advanced financial planning credentials, and the adviser sometimes offers accounting or tax‑related services outside the advisory business; that affiliation and the potential for related conflicts are disclosed in the brochure. The firm also emphasizes business planning and employee‑benefit optimization as part of comprehensive planning, reflecting closer coordination between investment advice and clients’ tax or business issues than is typical for similarly sized supported firms.

To learn more about the advisors currently working at Westside Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.