Laura West

CFP®, CPA, RICP®

West Financial Advisors, LLC

Partner and Senior Financial Planner

Laura West

CFP®, CPA, RICP®

West Financial Advisors, LLC

Partner and Senior Financial Planner

Grow and protect your wealth with fee-only objective advice. - Laura West, CFP®, CPA, RICP®

Fee Only Financial Planner in Des Moines, IA

Laura West is a Des Moines, IA fee-only financial planner. West Financial Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Laura West is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Laura West is a CERTIFIED FINANCIAL PLANNER™ and holds a license as a certified public accountant with the state of Iowa.  Laura is a member of the National Association of Personal Financial Advisors (NAPFA) and is currently working on earning her Chartered Advisor in Philanthropy certification. She is a leader in community development currently serving on the Nevada community school and economic development boards.  

Laura facilitates the creation of client comprehensive personal financial plans. She takes the time to truly listen to clients and understand their unique circumstances.  Laura enjoys helping people unlock their dreams and establish plans for their life goals.   She believes everyone can learn how to grow & protect their wealth.
 
Laura graduated from the University of Iowa in 1995 with a bachelor of business administration degree in accounting and earned her Master of Family and Consumer Sciences, specializing in Family Financial Planning, from Iowa State University in 2010. Laura began her career as a CPA working for KPMG, a global accounting and tax firm located in Des Moines, Iowa. Before forming West Financial Advisors, LLC Laura served as the Director of Financial Planning with Pioneer Hi-Bred International, a global company based in Johnston, Iowa. Her passion outside of work is her family, book club, and running marathons.

Laura West is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
West Financial Advisors, LLC help people grow and protect their wealth with fee-only objective financial advice.  We do this by thoroughly analyzing the unique situation of every client and evaluating strategies consistent with their values.  We develop a plan of action designed exclusively for each client and in their best interests.  We strive to build long-lasting partnerships with our clients that empower them to have prosperous lives.

Our company specializes in personal financial planning and ongoing investment management for individuals and small company retirement plans.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Laura West is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Laura West is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Laura West is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Laura West

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Office Locations:

  • 300 East Locust, Suite 150
    Des Moines, IA 50309

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