portrait of Philip E West
FINANCIAL ADVISOR

Philip E West

CEPA®, ABFP™, AAMS™, CRPC™, CRPS™, CSRIC®
5231 S Sheridan Rd, Tulsa, OK 74145opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • College Savings

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

  • CSRIC®

    Chartered SRI Counselor™

Team Members

  • Sharon Jones
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(918) 622-2207

Fax

(888) 572-6358

Office Address

5231 S Sheridan Rd
Tulsa, OK 74145opens in a new window

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