Rich Westhelle, CFP®WEALTH MANAGER
Rich is in his tenth year in the financial planning industry where he works with clients to successfully develop and achieve their financial goals. He serves as a reliable resource and problem solver, who guides clients in their decision making process on how to best use their resources and prioritize based on what is most important to them.
Rich graduated from The Ohio State University, where he earned a Bachelors of Science in Family Resource Management. He is currently a CERTIFIED FINANCIAL PLANNER™ practitioner. He also holds Series 7, 63 and 65 and Life and Health Insurance licenses.
Rich lives in Monticello, Arkansas, with his wife, Amanda, and one daughter, Savanna. He enjoys sports, movies and spending time with family and friends.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.