Westerly Financial Partners

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Team photo for Westerly Financial Partners
Team photo for Westerly Financial Partners

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Advisors

Andrea Singleton

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Andrea Singleton's website

Dave Levine

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Dave Levine's website

Daniel Grigg

Associate Financial Advisor

Visit Daniel Grigg's website


Team

Ari Simon

Ari Simon

Client Service Specialist

Krishna Pandey

Krishna Pandey

Client Service Specialist

Sahabzada Areeb Kamal

Sahabzada Areeb Kamal

Financial Planning Analyst

Tyler Tse

Tyler Tse

Operations Manager,

Financial Planning Specialist

Qualifications

  • Studied Software Development at The University of Washington
  • BS in Information Technology with a concentration in Software Development from the University of Phoenix

Roles & Responsibilities

  • Tyler manages our office, including scheduling meetings for Andrea, Stan and Dave. He also oversees the financial planning process.
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