Managing Partners at Advocate Financial
Orlando, Florida
Amy & Todd West, Managing Partners, is a licensed independent financial professional at Advocate Financial in Orlando, Florida with 10+ years of experience. Specializing in Retirement Planning, Estate Planning, Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 407-902-6750
Email: [email protected]
Website: https://advocatefinancial.net/
Licensed Independent Financial Professional · 10+ Years Experience · SafeMoney Certified™
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 all the complexity 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 Advocate Consultants (FAC). The (FAC) 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 trusted specialists.
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 hundreds of five-star reviews from those they've helped.
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
Growth • Protection • Income
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Amy & Todd West at Advocate Financial offers Retirement Planning, Estate Planning, Annuities in Orlando, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Amy & Todd West is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.