Todd and Amy West | Retirement Planning Specialists Serving State & Federal Employees
Todd and Amy West are the dedicated husband-and-wife team behind Advocate Financial, a Florida-based financial services firm specializing in retirement and estate planning. Known for their servant-hearted approach and deep-rooted values, Todd and Amy have built their practice on the pillars of integrity, education, and personalized service. Their mission is simple: help individuals and families protect their future with safe, strategic retirement solutions tailored to their unique needs.
Licensed by the Florida Department of Financial Services, Todd and Amy are trusted specialists in the Florida Retirement System (FRS), with in-depth expertise in the FRS Pension and DROP programs. They help state employees cut through the complexity of government resources by providing clear, personalized financial guidance designed to optimize retirement outcomes.
In addition to their work with state employees, Todd and Amy are nationally recognized Certified Federal Retirement ConsultantsSM (FRC), a designation listed by FINRA. This credential reflects their specialized knowledge in federal employee benefits and their commitment to the highest ethical standards. Serving federal employees across the country, they provide comprehensive retirement planning that goes beyond general information—offering clients the confidence of working with professionals who understand the intricacies of the federal benefits system.
Todd and Amy are also passionate educators, frequently featured in national media for their contributions to financial literacy. Their focus on safe money strategies and client-first service has earned them a loyal following and glowing five-star reviews from those they’ve helped. See what others are saying at Advocate Financial Reviews.
Away from the office, the Wests are proud parents to three sons and active members of their Florida community. Whether cheering at the sidelines of a game or out boating on Florida’s beautiful lakes, they enjoy instilling values of academic excellence, athletic achievement, and civic responsibility in their family life.
With a clear commitment to education, transparency, and client advocacy, Todd and Amy West continue to empower state and federal employees to retire with confidence—equipped with the tools, knowledge, and guidance they need for a secure and fulfilling future.
Advocate Financial
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