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 3,591 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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As inflation eases, a new concern is rising—unemployment, signaling potential economic shifts. What could this mean for the Federal Reserve’s next moves? 🤔 https://lnkd.in/gDr_H6Ji
The US economy faces a new threat | CNN Business
edition.cnn.com
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At WestPac, we believe that genuine care from leadership is the foundation of our success. This principle guided us to the #1 spot on the 2024 Fortune Best Medium Workplaces list. The insights shared by Great Place to Work resonate with our core belief that a supportive environment is key to our thriving team. Learn more and see quotes from our leaders ➡ https://lnkd.in/gjKDwdXF #WestPacWealth #GreatPlaceToWork #BestWorkplaces #leadership
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As the new school year kicks off, it’s the perfect time to focus on making the most of your college financial aid opportunities. Our Financial Advisor, Charbel Ghaby, MBA, RICP, CExP, shares 10 essential tips in his latest blog post to help families navigate the financial aid process and maximize their assistance. Don’t miss out—check out the full blog post here 🔗: https://lnkd.in/eBxJbfKg #WestPacWealth #financialplanning #collegefinance #wealthmanagement
Maximize Your Financial Aid: 10 Helpful Tips
westpacwealth.com
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The IRS has announced the extension of the Free File program through 2029. This program allows taxpayers with an adjusted gross income of $79,000 or less to file their federal taxes for free. #WestPacWealth #finances #taxplanning #wealthmanagement https://lnkd.in/gMWwsrc8
IRS extends Free File tax program through 2029
cnbc.com
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Research shows giving to others boosts personal happiness and may even improve our health. Use these strategies to give to charity in retirement and beyond.
How to make charitable giving a lifelong pursuit
richkettley.com
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Errors on credit reports are increasingly common and can be challenging to resolve. As consumer complaints about credit report issues rise dramatically, here’s how to fix them. #WestPacWealth #financialplanning #personalfinance #wealthmanagement https://lnkd.in/gJwkyU28
How to Fix Errors in Your Credit Report
kiplinger.com
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Congratulations to our Wealth Management Advisor, Stépan Keshishian, MBA, CFP®, FSCP®, on earning his CFP® designation 🎉 This achievement reflects Stépan's dedication to providing exceptional financial guidance and his commitment to continuous professional growth. Join us in celebrating Stépan’s hard work as he continues to help clients achieve their financial goals with confidence! #WestPacWealth #certifiedfinancialplanner #financialplanning
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Charles Chaffin, co-founder of the Financial Psychology Institute, highlights how removing easy payment options and using cash can drastically curb impulsive purchases. See how these tactics can help you adhere to your financial plans ⬇️ #WestPacWealth #finances #wealthmanagement https://lnkd.in/gMysawhK
How to break bad money habits and achieve your goals, from a financial psychologist: First, understand how brains are wired
cnbc.com