Excited to welcome Marko Jarić to our team as Head of the Entertainment & Sports Division 🤝 With a dynamic background as both an entrepreneur and a 9-year National Basketball Association (NBA) veteran, plus 4 years in Euroleague Basketball, he brings a wealth of experience and energy to our organization. Get ready for exciting ventures ahead! #WestPacWealth #newteammember #sportsentertainment
WestPac Wealth Partners
Financial Services
San Diego, California 3,398 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
-
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
-
Adjusting your tax withholding accurately can prevent financial surprises at tax time, whether aiming to break even or secure a refund. Experts give tips and suggest IRS tools to balance your payments throughout the year ⤵️ #WestPacWealth #taxes #wealthmanagement #planning https://lnkd.in/gUmYGSHM
-
Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator
How Much Home Can I Afford?
-
With a 6.4% year-over-year increase, U.S. home prices are experiencing a significant rise, driven by limited supply and renewed buyer enthusiasm. Explore how these factors are pushing prices to near all-time highs. #WestPacWealth #wealthmanagement #homebuying #planning https://lnkd.in/gVATJF4i
Home prices rise at the fastest pace since November 2022
finance.yahoo.com
-
Stay on top of your planning and investment deadlines this summer with WestPac ⬇ From caregiving and college planning to health care planning, we have you covered. 📆: Key dates include July 31 (Form 5500 due) & September 16 (tax deadlines) #WestPacWealth #financialplanning #investments #deadlines
-
-
Rising costs and insufficient retirement savings are pushing more Americans to extend their working years beyond the traditional retirement age. Here’s how economic pressures and evolving job markets affect older workers. #WestPacWealth #retirement #savings #wealthmanagement https://lnkd.in/gGYMnAeP
More people are working well past retirement age. It’s not easy | CNN Business
edition.cnn.com
-
IRA rules can be complex, but knowing the right withdrawal times can save you from costly penalties. Here are the critical dates and strategies 💡 #WestPacWealth #wealthmanagement #retirement #planning https://lnkd.in/gg7q-a8P
7 Key IRA Withdrawal Dates For Taxpayers: How To Take Distributions Without Penalty | Bankrate
bankrate.com
-
We’re proud to be Great Place To Work-Certified™ 🎉 Our company culture is the cornerstone of everything we do, fostering a positive and supportive environment. This achievement reflects the hard work and dedication of our talented team. Read more in our latest blog post ➡ https://lnkd.in/gdCNGUZt #WestPacWealth #GreatPlaceToWork #companyculture #teamachievement Nash Subotic | Phil Kang | Travis Scribner | Jeff Pawlowski
Discover why WestPac is a 2024 Great Place To Work™
westpacwealth.com
-
Shoutout to our very own Igor Acimovic for representing WestPac as a panelist at the National Annual Disability Income Specialist and Life Brokerage Conference last week in Boston 🎉 This annual meeting brings together professionals to discuss product innovation, underwriting upgrades, sales workshops, and more. Igor contributed by sharing insights on how we successfully grew our DI book of business compared to the previous year. Thank you, Igor, for your leadership and expertise. We're proud to have you on our team! #WestPacWealth #teamspotlight #disabilityincomespecialist
-
-
As inflation concerns persist, US consumers’ confidence in the economy continues to wane, says a consumer sentiment survey. Here’s how rising inflation expectations are shaping perceptions and economic forecasts 👇 #WestPacWealth #financialplanner #wealthmanagement #saving https://lnkd.in/gfThMNdD
Americans are feeling worse about the US economy amid inflation concerns
finance.yahoo.com