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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Andy Roberson, Cfp® | Provides Strategies to Reduce Current |
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| Merritt Mcshane | Kansas City Metropolitan Area, United States |
Email
Phone
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| Jack Chou | Vice President at Westpac Wealth | Orange County, California, United States |
Email
Phone
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| Ivan Mercer | Protect - Invest - Achieve | San Francisco Bay Area, United States |
Email
Phone
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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 | 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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