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WestHill Financial Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

WestHill Financial Advisors is a mid-sized financial services firm based in San Rafael, California, with more than 35 years of experience in wealth management. The practice relies on a collaborative advisory team and a focus on small-town values to deliver customized financial planning, investment guidance, and risk management tailored to individual client goals.
In 2021 the firm rebranded from Taddei Ludwig and Associates to WestHill Financial Advisors to better reflect its strategic approach to client planning and collaborative relationships. By seeking to understand what matters most to each client, WestHill develops plans designed to help people prepare for the future and navigate the complexities of the financial landscape.

Find WestHill Financial Advisors employees' phone numbers or email addresses

WestHill Financial Advisors Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

WestHill Financial Advisors's Leadership

  • Stylized image of a person
    M. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Director Of Qualified Group Retirement Plans
    Phone icon
    Mobile Phone

WestHill Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Human Resources
  • Accounting
  • Administrative
  • Other
  • Business
  • Program & Project Management

Contact profiles from WestHill Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    President
    Phone icon
    Mobile Phone
    Feb 27, 2024
  • Stylized image of a person
    D. M.
    Director Of Qualified Group Retirement Plans
    Phone icon
    Mobile Phone
    United States
    Jun 03, 2026

Frequently Asked Questions

What is WestHill Financial Advisors known for?

Minus sign iconPlus sign iconWestHill Financial Advisors was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 999 5th Avenue San Rafael, California 94901 United States; you can contact the main corporate office by phone at
+1-415-456-****
. Explore WestHill Financial Advisors's company overview page for more information.

What is WestHill Financial Advisors's most common email format?

Minus sign iconPlus sign iconWestHill Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WestHill Financial Advisors email formats with LeadIQ.

How many employees does WestHill Financial Advisors have currently?

Minus sign iconPlus sign iconWestHill Financial Advisors has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are WestHill Financial Advisors's key employees and leadership?

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As of May 2026, WestHill Financial Advisors's key employees include:

  • President: M. T.
  • Director Of Qualified Group Retirement Plans: D. M.

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