Western Financial Corporation

westfincorp.com

investment management

westfincorp.com

San Diego, California, United States

11-50 employees

15717000 revenue

LinkedIn Profile

About Western Financial Corporation

custom portfolio management, retirement planning, investment management, generational planning, multi-generational advice, investment advice, wealth preservation, diversification strategies, investment philosophy, tax strategies, investment advisory, financial goals, legacy planning, b2c, services, client-first approach, tax minimization, long-term investment plan, fiduciary standard, other financial investment activities

Western Financial Corporation's Tech Stack

AI/ML

Decision Makers at Western Financial Corporation

1 contact

Rick Levenson

President, CEO & CIO

r***@westfincorp.com Sign up to view

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14 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

WordPress as a CMS signals a content-driven or SMB digital presence. SEO tools, hosting solutions, and page-builder plugins are natural fits for outreach.

Western Financial Corporation's Position in the StackWho Database

• Western Financial Corporation is 1 of 4,084 investment management companies tracked in StackWho.
• 4,071 investment management companies in our database have verified decision-maker emails (100% of the cohort).
• 53,147 companies in California are in the StackWho database.
• 1,525 investment management companies are in the 11-50 employee range (same size as Western Financial Corporation).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Western Financial Corporation use?

Western Financial Corporation uses Outlook, Microsoft Office 365, Google Cloud Hosting, Google Tag Manager, Nginx, Facebook Login (Connect), and 8 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Western Financial Corporation?

StackWho has verified email addresses for 1 decision maker at Western Financial Corporation. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Western Financial Corporation directly for sales, recruiting, or partnerships.

What industry is Western Financial Corporation in?

Western Financial Corporation operates in the investment management industry, headquartered in San Diego, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Western Financial Corporation's contact data?

Yes. StackWho Pro members can export decision maker contact data for Western Financial Corporation and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.