Stephen T. Minihan,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen T. Minihan, CFP®

MBA, EA

Financial Planner

Westlake Financial Advisors

890 Hampshire Road, Suite W
Westlake Village, CA 91361
FINANCIAL ADVISOR'S WEBSITE
(805) 379-0776

General

Stephen Minihan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westlake Financial Advisors in Westlake Village, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, Enrolled Agent

Insurance Licenses

  • Life insurance

Broker-Dealer Disclaimer

Steve Minihan is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC Westlake Financial Advisors LLC and United Planners are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Special Needs, Personal Taxes

More

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