Stephen Westlake, CFP®, ChFC®

As a Personal Office® Advisor at NorthRock, Stephen has nearly four decades of experience helping clients make thoughtful financial decisions that align with their goals and values. He partners with individuals and families to develop personalized strategies that support their vision for retirement, legacy, and charitable impact.

Stephen’s areas of focus include retirement and incoming planning strategies, estate planning strategies, tax efficiency solutions, insurance, retirement plan distribution, and charitable giving. Known for his disciplined and relationship-driven approach, Steve works to simplify financial complexity so clients can feel confident and supported as they navigate important life decisions.

Recognized as a Five Star Wealth Manager from 2017 to 2025, Stephen is deeply committed to serving his clients with excellence and integrity. He combines his technical expertise with a caring perspective to build long-term relationships rooted in trust and understanding.

Professional Designations and Associations

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Retirement Planning Counselor (CRPC™)
  • Certified Fund Specialist (CFS®)
  • Accredited Portfolio Management Advisor (APMA™)
  • Five Star Wealth Manager, 2017-2025

Professional and Community Involvement

  • Member of the Financial Planning Association
  • Habitat for Humanity Volunteer
  • Keaton’s Child Cancer Alliance Board Member and Past Board President
  • Vistage Leadership Group Member

Personal Life

In his free time, Stephen loves spending time outdoors gardening and bee keeping. He can also be found on the golf course perfecting his swing, traveling to new and exciting places, cheering on the San Francisco 49’ers during football season, and spending quality time with his family and friends.