Steven L. Glasberg

Steven L. Glasberg

Managing Director & Investment Manager

Over the course of his distinguished 33 year career in the Financial Services Industry and prior to co-founding Westlake Financial Management in 2015, Mr. Glasberg was a Senior Vice President of Investments with Crowell Weedon & Co. Inc./DA Davidson & Co., a large independent investment management firm in the Pacific Northwest.

Throughout his tenure as a Financial Advisor, Mr. Glasberg has been an officer with several other major investment management firms including: Morgan Stanley/Smith Barney, Wachovia Securities and Prudential Securities where he successfully completed the first and second levels of the Senior Investment Management Consultant Studies Program.

Before working with the national wire houses, he was a Registered Representative and Municipal Bond Specialist with Cal State Securities Corp., a regional municipal bond advisory firm headquartered in Los Angeles, California.

Mr. Glasberg specializes in comprehensive wealth management, retirement income strategies, State and Federal tax free investing, and general investment planning. He has worked exclusively with the affluent community for over 30 years and frequently hosts educational seminars for individual investors and professional organizations throughout the greater Los Angeles and Ventura County areas.

Steven earned his Bachelor of Science degree in Business Administration from Northeastern University. He has his Series 7 and 63 Registrations with LPL Financial, and 65 Registration with Strategic Wealth Advisors Group and also hold insurance licenses for Life, Health, Variable Contracts and Long Term Care.

Phone 805) 991-2600