WestPac Wealth Partners

WestPac Wealth Partners

Financial Services United States 353 employees
Employees
353
Contacts
3
Emails
3
Phones
3

WestPac Wealth Partners Overview

Headquarters
United States
Website
thewp2.com
Industry
Financial Services
Employees
353
Founded
2007
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About WestPac Wealth Partners

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 Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

WestPac Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Andy Roberson, Cfp® Provides Strategies to Reduce Current
View
Merritt Mcshane
Email Phone
Jack Chou Vice President at Westpac Wealth
Email Phone
Ivan Mercer Protect - Invest - Achieve
Email Phone

Employees by Management Level

Individual contributor 31 profiles
Manager 10 profiles
Director 7 profiles
Executive 3 profiles
Associate / junior 2 profiles
VP / Head 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 6 6 3
Executive 5 5 3
General 4 4 1
Sales 4 4 0
Marketing 3 3 0
IT 2 2 1

WestPac Wealth Partners Tech Stack

Engineering 2 profiles
Cloud / infrastructure 1 profile
Data / AI 1 profile

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