Jeffrey Westheimer

Jeffrey Westheimer joined Lido Advisors in 2008. In addition to working with clients on investment and wealth planning, Jeffrey sits on the Executive Committee which provides overall direction for the firm, and is a member of the investment committee for liquid and alternative assets. Jeffrey oversees certain asset allocation models and handles some due diligence performed by Lido on certain private real estate offerings. Jeffrey has been designated an Accredited Wealth Management Advisor™ by the College of Financial Planning. He has won the Five Star Wealth Management award for financial advisors in Los Angeles for six years in a row (2013-2018). Jeffrey is also a member of the Entrepreneurs’ Organization (EO), a global network for entrepreneurs. Jeffrey began his career working for the American Express Company in New York City for over nine years performing legal, business development, and marketing functions in the Service Establishment division. He left American Express in 2007 and moved across the country to pursue his goal of being a financial advisor.