Client Focused Financial

Overview

Client Focused Financial is a state registered investment adviser based in Saint Petersburg, FL, registered since 2017. It reports $69.5M in assets under management across 263 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$69.5M

Discretionary

100%

Accounts

263

Average account

$264K

Employees

1

Advisory reps

1

Registered since

2017

Jurisdictions

4

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Daniel Paul Westfall Managing Member CRD 6033774

Advisory reps 1 of 1

• Daniel Paul Westfall Insurance Agent · Investment Adviser Rep CRD 6033774

Location

Headquarters

200 Central Ave Fl 4
Saint Petersburg, FL 33701

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: clientfocusedfin.com

Every state, with registration dates

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