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Kirk Ludwig

Chief Investment Officer

WestHill Financial Advisors

United States, California, San Rafael

About Me

Kirk is co-founder and a shareholder of WestHill Financial Advisors℠. He holds a bachelor’s degree in business administration from Linfield College and a master’s degree in financial services from The American College. Prior to WestHill, Kirk worked for Equitable as a registered representative. Because of the ever-changing requirements and bureaucracy that often befall large institutional companies, Kirk realized that his clients’ interests were best served by an independent local firm delivering the highest level of personalized service. Kirk is the chairman of WestHill’s investment committee and oversees the Investment Management and Financial Planning teams. Kirk believes that every cl

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Profile Information

Chief Investment Officer

WestHill Financial Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Rafael

California

United States

Jan 10, 2025

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