Michael D. Nestman CFP®, AIF®
Michael started his career in the financial services industry at Merrill Lynch & Company. There he obtained his FINRA Series 7 and Series 66 licenses. Michael is a CFP® professional. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. He has also been awarded the Accredited Investment Fiduciary®, (AIF®) designation from the Center of Fiduciary Studies™ (the Center), the standards-setting body for fi360.
Michael is passionate about helping investors simplify their financial lives. He works to deliver best in class customer service to clients, and strives to help clients achieve their financial and life goals. He currently serves as the firm's Chief Investment Officer and Chief Compliance Officer.
Michael oversees the financial planning and portfolio management divisions at West Ridge Advisors. With access to superior resources, Michael prides himself on acting as a steward to guide clients through the emotional cycle of investing by providing a framework that fosters investor discipline. His vast exposure to ERISA and non-ERISA retirement plans has allowed him to work with business owners, C-suite executives, controllers, plan administrators and investment committees to achieve better retirement plan solutions within organizations.
Michael attended Brigham Young University and graduated from the Marriott School of Management with a degree in Business Administration. When not at the office, Michael enjoys tennis, reading, and spending time outdoors with his family.