Jonny West

Certified Financial Planner, CFP®



I didn’t grow up with money and I never made a lot of it, but I have been able to create wealth for my family through a sound financial plan. I really enjoy helping clients do the same. Like others I paid for college, and my wife and I paid for our wedding and the 7 different In Vitro Fertilization treatments to help us have children. Despite this, and maybe because of this, we stuck with our financial plan and consequently are very excited about the future experiences it can provide. This is a big reason why I love helping others do the same. To provide the best possible help I earned The Certified Financial Planner™ (CFP®) designation which I believe allows me to have a much greater impact for my clients and their financial plans. My education hasn’t stopped there, and I continue to use knowledge gained to further add value to my clients lives.

My wife Carrie and I are blessed with three fun and energetic boys: Lucas, Conway, and Quinton. I feel very fortunate to be able to have an impact for clients and the community by helping them plan better so they can live better.

Get to know me...

If you could live anywhere, where would it be?: On a tropical private island with its own surf break.

What is your favorite family vacation?: The next one!

Who was a role model in your life?: My parents

My favorite memories:

2020 Visit to Mount Rainier, WA

2021 Vacation to Mo'orea Island

2021 Family Trip to Yosemite National Park

Phone 562-420-9009 ext 230
Fax 562-354-2687