Cliff Westberg, CFP®, CSRIC®, CPFA®, CPWA®

Cliff Westberg, CFP®, CSRIC®, CPFA®, CPWA®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional, Chartered Socially Responsible Investing Counselor, Certified Plan Fiduciary Advisor & Certified Private Wealth Advisor

Cliff is the president and founder of With Integrity Wealth Management. In 2003, Cliff opened the firm in The Pinehills and has been here since. Prior to founding With Integrity, he began his financial career in 1992 and held positions with Janney Montgomery Scott, LLC, and Merrill Lynch, where he specialized in portfolio management and investment income planning.

Cliff holds FINRA Series 6, 7, 63, and 65 securities registrations as a registered representative and Investment Adviser Representative of Commonwealth Financial Network®. He has earned the CERTIFIED FINANCIAL PLANNER™ professional designation. He was educated at Boston University and Plymouth State College.  

Cliff is very active in the community and serves in the following volunteer capacities:

  • Charter Member of the Plymouth Sunrise Rotary Club
  • Member of the Advisory Board for Plymouth's Salvation Army
  • Member of the Investment Committee of The Pilgrim Hall Museum
  • Member of the Board of Governor's for The Old Colony YMCA/Plymouth 
  • Assistant Coach for the Harvest Club U14 Girl's soccer team  
  • Member of the Financial Planning Association of America

In his spare time, Cliff likes to ski, fish, golf, bike, and compete in the triathlons. He lives in Plymouth with his wife, Kari, and their children, Connor and Katie.

Founders_seal

Cliff Westberg is proud to have been recognized as a Founders Club advisor for 2023—a distinction based on annual production that places him among the top 3percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founders Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founders Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.