Robert G. Westberg,  CFP<sup>&reg;</sup> - Financial Advisor

Robert G. Westberg, CFP®

CPA/PFS, CLU,

Financial Adviser

Eagle Strategies LLC

5201 Washington, Ste 1
Downers Grove, IL 60515
FINANCIAL ADVISOR'S WEBSITE
(630) 297-8795

General

Robert Westberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eagle Strategies LLC in Downers Grove, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Personal Financial Specialist (PFS)
  • Other - CLTC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

NYLife Securities, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Insurance, Retirement, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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