Meet Amelia
Amelia West is a Certified Financial Planner professional with over 20 years of experience in helping individuals, families, and small businesses pursue their financial goals. In her role as Wealth Advisor, she develops, updates, and presents financial plans to our clients as well as assists in the implementation of financial planning recommendations.
She has extensive experience working directly with clients of all ages in areas including estate planning, retirement income needs, Social Security strategies, investment portfolio management, and personal insurance reviews.
She enjoys volunteering at her son’s school and church. She spends her spare time watching kids sporting events and camping, boating, and hiking with her family.
Amelia West is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.
Qualifications
- 21 years financial industry experience
- 4 years with Carson Wealth
- BS Purdue University
- MS Purdue University
- CFP®
