WestHill Financial Advisors

  • Financial Services
  • San Rafael CA
  • 11 employees
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Company Overview

Headquarters
999 5th Ave, San Rafael CA
Website
westhillfa.com
Employees
11
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is WestHill Financial Advisors

WestHill Financial Advisors is a financial planning firm headquartered in San Rafael, California. The company employs 11 people and has generated over $10,000 in revenue. WestHill Financial Advisors provides its clients with world-class financial planning, sound investment advice, and prudent risk management. Their customized approach focuses on understanding each client's unique financial objectives and helping them navigate the complexities of the financial market. The company prides itself on its collaborative team approach to client relationships, aiming to deliver a wealth management experience that surpasses that of large institutions while staying true to small-town values. To learn more about WestHill Financial Advisors, visit their website at westhillfa.com or call them directly.

Company Leadership

Matt Taddei

President & CEO

Phone Email

WestHill Financial Advisors Industry Tags

Financial Services
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FAQ

What is the location of WestHill Financial Advisors's headquarters?
The headquarters of WestHill Financial Advisors are situated at 999 5th Ave, San Rafael CA
What is WestHill Financial Advisors's official website?
The official website of WestHill Financial Advisors can be found at westhillfa.com.
What is WestHill Financial Advisors's current revenue?
As of September 2021, WestHill Financial Advisors's annual revenue reached $10B.
How many employees does WestHill Financial Advisors currently have?
WestHill Financial Advisors employs approximately 11+ people as of September 2021
Which industries is WestHill Financial Advisors primarily operating in?
WestHill Financial Advisors operates in the following industries: Credit, Finance
Who is the President & CEO of WestHill Financial Advisors?
WestHill Financial Advisors's President & CEO is Matt Taddei
What are WestHill Financial Advisors's industry tags?
WestHill Financial Advisors's industry tags include: Financial Services

Employee Directory

Key Employees

Matt Taddei

President & CEO

Phone Email

Kirk Ludwig

Chief Investment Officer

Phone Email