Cliff Westberg, CFP®, CSRIC®, CPFA®, CPWA®
CERTIFIED FINANCIAL PLANNER® Professional, Chartered Socially Responsible Investing Counselor, Certified Plan Fiduciary Advisor & Certified Private Wealth Advisor
Clifford (Cliff) Westberg is the president and founder of With Integrity Wealth Management, established in 2003 in The Pinehills. With a financial career that began in 1992, Cliff brings over three decades of experience to his clients. Before founding his firm, he held advisory positions at Janney Montgomery Scott, LLC, and Merrill Lynch, focusing on portfolio management and investment income strategies.
Cliff holds FINRA Series 6, 7, 63, and 65 registrations and is a registered representative and Investment Adviser Representative of Commonwealth Financial Network®. He earned his CERTIFIED FINANCIAL PLANNER® certification and holds additional advanced designations: CSRIC® (Chartered SRI Counselor), CPFA® (Certified Plan Fiduciary Advisor), and CPWA® (Certified Private Wealth Advisor). His academic background includes studies at Boston University and Plymouth State College.
Deeply committed to his community, Cliff actively serves in several volunteer roles:
· Charter Member, Plymouth Sunrise Rotary Club
· Advisory Board Member, Plymouth Salvation Army
· Chair of the Investment Committee, The Pilgrim Hall Museum
· Board of Governors Member, Old Colony YMCA – Plymouth
· Member, Financial Planning Association of America
Outside the office, Cliff enjoys skiing, fishing, golfing, biking, and participating in triathlons. He resides in Plymouth and is a proud father to two children: Connor, an aspiring entrepreneur, and Katie, a college sophomore.
In recognition of his consistent commitment to excellence, Cliff has received the Five Star Professional award* multiple times and has been named a Commonwealth Financial Network® Founder’s Club advisor for 2024—a distinction based on annual production that places him among the top 32 percent of advisors affiliated with Commonwealth. These honors reflect his dedication to high standards of client service, professional growth, and leadership in the industry.
*2013, 2021, 2024-2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in February 2025 based on data gathered within 12 months preceding the issue date. 4671 advisors were considered, 528 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary.