Our Qualifications

Richard Westerberg, Vice President of Investments with American Portfolios, has over 34 years of experience as a financial consultant, helping clients plan for their future and ensure that their long-term goals and objectives are met. Working with both individuals investors and corporate clients, he helps clients develop and implement strategies uniquely tailored to their particular needs. Thus allowing a comprehensive plan to be put in place and monitored on an ongoing basis.

He received a BS in Economics from the University at Albany and has received advanced training in pension and retirement planning from the College for Financial Planning. This advanced training has furthered his expertise as a retirement planning specialist and allowed him to earn the designation of " Chartered Retirement Planning Counselor". He is also a Registered Investment Advisor and holds the series 7, 24, 63 and 65 securities licenses and is licensed to provide insurance services to clients.

Rich is married with two children and volunteers his time with a number of church and community related groups and activities.