Westin Dawe

Westin Dawe, CFP®, CKA®

Financial Planner
Orange County, CA
westin.dawe@bluetrust.com
(949) 404-5087
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Westin Dawe is a financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Orange County, California.

As a CERTIFIED FINANCIAL PLANNER® professional, Westin analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.

Westin joined Blue Trust in 2022 as a financial planning associate and was promoted to a financial planner the following year.

He graduated summa cum laude from Biola University with a BS in business administration, a concentration in financial planning, and minor in biblical and theological studies. At Biola, he was a swim and dive team member for all four years, serving as co-captain in his junior and senior seasons. Once a quarter, he leads a Your Money Made Simple presentation during the Career Readiness Workshop at the Orange County Rescue Mission. He is also a Certified Kingdom Advisor® (CKA®).

In their community, Westin and his wife, Ell, are members of their local church and have volunteered there in various capacities. They like to stay active in their free time by exercising and playing basketball and soccer.

Testimonials

 
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Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

One Big Beautiful Bill: The Latest on Trump’s Flagship Legislation

Giving to the Grandchildren

More Than a Provider: A Father’s Call to Financial Faithfulness

One Big Beautiful Bill: The Latest on Trump’s Flagship Legislation

Giving to the Grandchildren

More Than a Provider: A Father’s Call to Financial Faithfulness

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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