Samuel Westermann

Practice

I am an Independent Financial Advisor associated with the Broker Dealer Cambridge Investment Research. This is my fifth year as a Financial Advisor and I am currently pursuing my CFP certification from UC Berkeley. I am taking the final course of the program and will sit for the CFP Board exam this summer. As a part of my practice, creating a financial plan is a cornerstone to providing sound financial advice. I incorporate and utilize a comprehensive financial planning tool to help create plans for clients across a broad spectrum of planning needs. I often act as a first contact for clients who have planning needs and provide high level information to planning resources and instruments that might best fit their needs. I often refer clients to other industry professionals like attorneys, and CPA’s to provide solutions for client’s planning needs.

Areas of work

• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.