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Matthew Westfall
from Cerity Partners Retirement Plan Advisors
Matthew Westfall is a financial advisor based in New York, New York,
with 12 years of experience. Matthew currently works for
Cerity Partners Retirement Plan Advisors.
Matthew maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Westfall works at Cerity Partners Retirement Plan Advisors
Cerity Partners Retirement Plan Advisors is a financial advisor based in New York, New York. It currently has around $1,779,333,184 of assets under management and employs approximately 58 people. The main advice areas covered by Cerity Partners Retirement Plan Advisors are: pension consulting services and financial wellness coaching. Cerity Partners Retirement Plan Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
99 Park Avenue, 16th Floor, New York, New York, 10016