CAPITAL INVESTMENT ADVISERS 

CONNECT

Address:

3780 Kilroy Airport Way Suite 320
Long Beach, CA 90806

Phone:

562-420-9009

Jonny West, CFP®

Jonny West, CFP®

Financial Planner

Jonny West joined Capital Investment Advisers in 2017 from Prudential.  As a financial adviser, Jonny’s primary objective is to help clients make sense of the financial world. By making certain that his clients understand the what and why of investments and financial planning, clients have felt empowered to take the steps necessary to pursue the goals they have set for themselves and their family.  Jonny has furthered his education by attaining one of the more respected designations in the industry: the CERTIFIED FINANCIAL PLANNER™ (CFP®).  The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Outside of the office, Jonny loves spending time with his wife, Carrie Callaway and their three sons Lucas, Conway and Quinton.  Carrie is an amazing Spanish teacher at McAuliffe Middle School and as a family they love visiting the beach, skateparks, going on trips to national parks, and playing soccer (Jonny coaching, his son’s playing).

 

Phone 562-420-9009
Fax 562-354-2687