Built on trust and referrals
Because family is everything

Our Team

We believe that our people and our approach to teamwork is what makes us unique.

Our principals, financial advisors, and administrative service team all combine a passion for service and keen professional expertise. WestHill’s advisors have more than 200 aggregate years of financial services experience. The average employee tenure with WestHill Financial Advisors is 14 years. The combination of heart and intellect our team brings to every client relationship is rare in our profession.

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

ChFC®, CFP® Financial Advisor, Chief Investment Officer

Kirk Ludwig

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 client should have a customized written investment and financial plan that clearly states their investment objectives, their acceptable level of investment risk, and a time horizon for reaching established goals. He believes that effective communication with clients, attention to detail, care and a sense of compassion are key to establishing trust and forming long-lasting relationships that help clients implement and fulfill their financial objectives.

In his spare time, Kirk enjoys water skiing, wakeboarding and travel.

kirk@westhillfa.com | 415.482.1565

Kirk Ludwig

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 client should have a customized written investment and financial plan that clearly states their investment objectives, their acceptable level of investment risk, and a time horizon for reaching established goals. He believes that effective communication with clients, attention to detail, care and a sense of compassion are key to establishing trust and forming long-lasting relationships that help clients implement and fulfill their financial objectives.

In his spare time, Kirk enjoys water skiing, wakeboarding and travel.

kirk@westhillfa.com | 415.482.1565

Kirk Ludwig

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 client should have a customized written investment and financial plan that clearly states their investment objectives, their acceptable level of investment risk, and a time horizon for reaching established goals. He believes that effective communication with clients, attention to detail, care and a sense of compassion are key to establishing trust and forming long-lasting relationships that help clients implement and fulfill their financial objectives.

In his spare time, Kirk enjoys water skiing, wakeboarding and travel.

kirk@westhillfa.com | 415.482.1565

Kirk Ludwig

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 client should have a customized written investment and financial plan that clearly states their investment objectives, their acceptable level of investment risk, and a time horizon for reaching established goals. He believes that effective communication with clients, attention to detail, care and a sense of compassion are key to establishing trust and forming long-lasting relationships that help clients implement and fulfill their financial objectives.

In his spare time, Kirk enjoys water skiing, wakeboarding and travel.

kirk@westhillfa.com | 415.482.1565