WestPac Wealth Partners

Financial Services - San Diego, California, US

WestPac Wealth Partners Employees
Derek Brown

Financial Services Representative

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Mark Grubbs

Financial Representative, Guardian

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Ryan Kozak

Financial Representative

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Jesse Ramos

Wealth Management Advisor

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Kelly Eppard

Financial Representative

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Kody Gorden

Financial Representative

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WestPac Wealth Partners Senior Management
Jeremy Wong

Managing Director | Registered Representative

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Spencer Dung

Managing Director | Wealth Management Advisor

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Lynsey Freeman

Managing Director | Financial Advisor

Contact Lynsey Freeman

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WestPac Wealth Partners Details

At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future. The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners helps envision and enhances our clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions. ----- WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego CA 92121 619.684.6400. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc. a DBA of WestPac Wealth Partners, LLC | CA Insurance License #0I29680 | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-165308 Exp. 11/25

WestPac Wealth Partners logo, WestPac Wealth Partners contact details
Employees: 326
HQ: (619) 684-6400
Location: San Diego, California, US
Revenue: $125.4 million
Wealth Management Products Financial Planning Tailored Financial Solutions
WestPac Wealth Partners Technologies
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Microsoft Office 365

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