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9780971072459
Andrew D. Westhem has more than forty years of experience in financial planning, and is a highly sought-after speaker on the subject. A managing member of Westhem Grant Group, LLC, he also serves as vice chairman of Retirement Capital Group, Inc., and chief executive officer of Wealth Transfer Planning, Inc. His expertise in estate planning, retirement planning, asset protection, and tax-advantaged investment funding has allowed him to simplify complex strategies for families across the nation. In addition, Mr. Westhem has written Winning the Wealth Game—How to Keep Your Wealth In Your Family. With Cory C. Grant, he co-wrote Tax-Deferred Investing. Mr. Westhem has also contributed articles to, and been quoted in, numerous nationally circulated periodicals. Mr. Westhem is a graduate of the University of Southern California and the University of Pennsylvania’s Wharton School of Business, Advanced Management Program. He holds a Chartered Life Underwriters degree. He lives with his lovely wife Emily in La Jolla, California, where both have served on major charity boards in Los Angeles and San Diego.Westhem, Andrew D. is the author of 'Protecting What's Yours--Post 9-11' with ISBN 9780971072459 and ISBN 0971072450.
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