Steven L. Glasberg

CONNECT

Address:

4035 E. Thousand Oaks Blvd. Ste 230
Westlake Village, CA 91362

Phone:

Office: (805) 991-2600, Toll-Free: (844) 747-1111

Fax/Other:

805-777-7171

About Westlake Financial Management

The company

Westlake Financial Management was formed by Steven Glasberg based on his extensive experience working within the traditional broker-dealer and major wire-house models for over 30 years.  His last professional role was with D.A. Davidson & Co. (formerly Crowell, Weedon & Co prior to aquisition), where he acted as Senior Vice President of Investments within the Individual Investor Wealth Management Group.  In 2015, he launched his own firm.

 

Our Office

Our objective is to offer our clients prudent Wealth Management, free from proprietary products - while focusing solely on the needs of each individual or family.  You are important to us, and our service reflects our ultimate commitment to your financial well-being.