Mist over a mountain lake at sunset
Robert Westberg headshot


CA Insurance License 0C 63619

Personal Profile:

The premise of the advice and products that I offer is to help my clients make the most of the one life they have by confidently achieving the goals that they uniquely value without needlessly sacrificing their lifestyle and avoiding unnecessary investment risks.  I affiliated with New York Life in 1993 following a 19-year career with The First National Bank of Chicago.  As a former Vice President and product manager with First Chicago, I gained an in-depth understanding of financial markets that supports my work with clients today.

The focus of my practice is planning for individuals and families.  Many of my clients have family members with disabilities and special needs.

For a consultation with Bob, call 630-297-8795

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Disclosure

Bob Westberg is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #366524), AZ, CA (CA Insurance License #0C63619), FL, IL, IN, KS, MI, MN, MT, PA, TN, and TX. No insurance business may be conducted outside the states referenced.

Bob Westberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5201 Washington St Ste 1, Downers Grove, IL, 60515, 630-297-8795. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KS, MI, MN, MT, NC, OH, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Bob Westberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KS, MI, MN, MT, NC, OH, PA, SC, TN, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.