Amy West

4700 Millenia Blvd





Financial Advisor, Insurance


Retirement & Financial Planning

About Me
Workshops Offered

Getting Fiscally Fit, Exploring Your Options for a Quality Retirement, Financial Blunders – Lessons We Never Learn, Social Security Explained, Investing Basics for Women, Is a Roth IRA Right for You, Roth IRA - America's Next New Tax Break, Life Insurance and You, Strategies for a Sustainable Income in Retirement, Investment Concerns in a Fragile Market, Getting Your Financial House in Order

Amy & Todd West are retirement specialist educating individuals and families how to obtain better growth, protection and retirement income.

As national speakers they are also active in their local community servicing public schools, colleges, companies and organizations throughout Florida, Texas, Tennessee, Carolinas & Georgia.

We are grounded in values by integrity and commitment to our clients.

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We are here to assist. Contact us by phone, email or via our Social Media channels.

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© 2020 The Society for Financial Awareness   

3914 Murphy Canyon Rd Ste A125

San Diego, CA 92123

(858) 268-7092