Robert M. Cheney NABCAP Advisor

Online, August 5, 2013 (Newswire.com) - Westridge Wealth Strategies (WWS) announced today that Robert M. Cheney, CFA, CFP has been recognized as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management in San Francisco and the surrounding bay area.

The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.

The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.

"Westridge Wealth Strategies is honored to be named among the top advisors in the Bay Area," said Founder and Wealth Advisor, Robert Cheney, CFA, CFP. "This recognition supports our approach of Truly Integrated Wealth Management. Evaluation by a respected independent, objective organization such as NABCAP only strengthens the solid reputation WWS has established."

The NABCAP Premier Advisors were announced in the June 28th edition of the San Francisco Business Times.

About Robert M. Cheney, CFA, CFP & Westridge Wealth Strategies

Westridge Wealth Strategies™' mission is to provide integrated wealth management services to families and business owners to assist them in achieving and preserving wealth, financial well being, and a life of significance. WWS delivers a balanced platform of investment management, tax strategy, risk management, and asset and estate protection services to achieve its mission of truly integrated wealth management.

Wealth Advisor and Founder, Robert M. Cheney, CFA, CFP, has almost two decades worth of wisdom from successfully managing client wealth in constantly changing markets. WWS is an independent wealth management boutique and contracts with a national broker dealer to provide comprehensive services for its clients.

Contact Info:
Westridge Wealth Strategies
office: 650.233.9122
fax: 650.618.2069
email: info@westridgewealth.com
web: www.westridgewealth.com

Advisory services provided by First Allied Advisory Services, Inc. Robert M. Cheney, CFA, CFP, is a Registered Representative with and offers securities through First Allied Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. CA Insurance Lic. #0D51829.

About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.

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