Contact
Let's talk for
fifteen minutes.
No prep, no documents, no sales follow-up. We'll see if Westlight is the right fit — and if it isn't, you'll leave with two or three referrals to planners who would be.
Who I work with
$250k+ investable
and ongoing relationship
Reply time
Within 24 hours
read by Gustaf, not a team
Where
Santa Monica, CA
Los Angeles & nationwide
01 — Book a call
Pick a time that works. That's it.
Fifteen minutes by video or phone. Bring nothing. The goal is to figure out, together, whether continuing makes sense — for both of us.
What happens next
The whole process, start to finish.
01
Pick a time
You'll get a confirmation with a Zoom link or my phone number — your choice.
02
We talk for 15 minutes
You share what you're working through. I ask questions and listen. No pitch, no slides.
03
An honest answer, same day
If Westlight is a fit, I'll send a short next-step note. If it isn't, I'll send two or three referrals.
One small promise: no automated drip, no newsletter signup, no sales follow-up. If we don't speak, we don't speak.
— or —
02 — Send a note
Prefer to write first?
If a 15-minute slot feels like too much, send a note instead. Tell me what you're trying to figure out and I'll write back personally — usually the same day.
I read these myself. No autoresponder, no CRM follow-up sequence, no sharing your info. Ever.
Santa Monica, California
Where to find me
An office in Santa Monica,
or your favorite coffee shop.
Most first conversations happen by video or phone — it's the lowest-friction way to meet. For clients in Los Angeles, I'm happy to meet in person once we're working together.
Office
100 Wilshire Blvd, Suite 700
Santa Monica, CA 90401
Phone
(310) 917-1061
Mon – Fri, 9 to 5 Pacific
Service area
Los Angeles primarily.
Clients nationwide via video.
Not a fit?
Three places I'd send my own family.
NAPFA
napfa.org/find-an-advisor
The National Association of Personal Financial Advisors. The original fee-only, fiduciary-only network. Best for finding an experienced advisor in any state.
Find an advisor →
Westlight isn't right for everyone — and that's fine. If you're under the minimum, prefer hourly advice, or want a planner closer to where you live, these three networks are the ones I trust most. Every advisor listed is fee-only and a fiduciary.