We’re excited to share that WestPac® has been named by Fortune as the #1 Best Medium Workplaces™ across the nation 🎉 This is a huge honor to be recognized as the #1 in Financial Services in 2023 and now for all Mid-Sized Companies in 2024. We’re grateful for the dedication of our incredible team and the trust of our clients. Here’s to continuing our journey of excellence together! 🔗: https://lnkd.in/gAWye4zw #WestPacWealth #BestWorkplaces #GPTWcertified
WestPac Wealth Partners
Financial Services
San Diego, California 3,721 followers
Assisting our clients in every aspect of their financial lives.
About us
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
- Website
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http://www.westpacwealthpartners.com
External link for WestPac Wealth Partners
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- San Diego, California
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Retirement Planning, Financial Organization, Estate Planning, Debt Elimination, Debt Restructuring, Savings, Investments, Tax Management, Executive Planning, Wealth Management, Insurance Optimization, Business Exit Planning, Business Succession Planning, and Tax Sheltering
Locations
Employees at WestPac Wealth Partners
Updates
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Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting? #PayOffMortgage
Bi-Weekly Payments
richkettley.com
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The capital gains tax could catch many homeowners by surprise as they find their profits upon selling exceeding their $500,000 exemption. Here's how strategic financial planning and documenting home improvements can keep you under the exemption threshold 💡 #WestPacWealth #homeowner #wealthmangement #taxes https://lnkd.in/gfAazHYr
More Homeowners Stuck With Capital Gains Tax Bills: What to Know
kiplinger.com
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At WestPac, our culture is about winning championships. To achieve greatness, we foster an environment where everyone speaks one language— LBS (The Living Balance Sheet). Leaders Travis Scribner and Spencer Dung, CFP®, ChFC® share how LBS isn't just a planning tool; it’s a philosophy that shapes our approach to empowering clients and driving impact. Check out this video to hear more about how we all speak one language ⬇ #WestPacWay #LBSphilosophy #winningculture
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A new Labor Department rule aimed at protecting retirement savers faces legal challenges. Could this jeopardize your retirement savings and leave you vulnerable to conflicted advice? 🤔 #WestPacWealth #financialplanning #retirement #wealthmanagement https://lnkd.in/gadGS_iK
401(k) rollover advice rule is at risk. Here's what retirement savers need to know
cnbc.com
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Celebrating a monumental achievement 👏 WestPac has surpassed $4 billion in assets, $23 billion in face amount of protection within our communities, and $202 million in inforce premium—a milestone that speaks to the trust and dedication of our clients and team. Thank you for being part of this journey! Here’s to continued growth and limitless possibilities! Nash Subotic | Travis Scribner | Phil Kang | Jeff Pawlowski | Spencer Dung, CFP®, ChFC® | Regina Reiff | Muharem Durakovic | Anthony Synegal | Vladimir Kulenovic #WestPacWealth #alwaysgrowing #community #team
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As the IRS finalizes rules on inherited IRAs, understanding the implications of your withdrawal strategy is crucial. Here's why experts suggest potentially considering more substantial withdrawals earlier to save on taxes later. #WestPacWealth #taxes #financialplanning #wealthmanagement https://lnkd.in/gbneD-Uc
IRS issues final rules for inherited IRAs — but many are 'missing the boat' on taxes, pro says
cnbc.com
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Check out this clip from the Joe DeLisi Financial Podcast, where the '30 Second Budget' approach is broken down💡 Start with 100% of your income: ➡️ Deduct 30-40% for taxes ➡️ Deduct 10% for charity ➡️ Deduct 20% for savings The rest? You've earned the right to enjoy it! For more insights on practical budgeting, listen to the full episode here 🎧: https://lnkd.in/eQ5Eq-zY #JoeDelisiPodcast #financialtips #budgeting
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Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
Coaches
richkettley.com
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Transitions can be hard, stressful and costly. With a little preparation and the right team on your side, you can handle all the curve balls life throws. #WestPacWealth #financialplanning #wealthmanagement https://lnkd.in/girs8pF4
Four Keys to Financial Resilience When Your Life Changes
kiplinger.com