Jack Perry Email & Phone Number

The financial world can be a very stressful and confusing place. Few adults today talk about savings and investing because it is not taught in most educational systems, and for many it was not a topic of family discussions growing up. This lack of exposure can hinder people from making good financial decisions. My purpose is to help simplify the complex world of financial management for you. I work with you to discover what your goals are, how you've done so far, and most importantly, why is this important to you? Together we work to align your daily financial decisions with your goals, helping you achieve the lifestyle you desire.At WestPac Wealth Partners we emphasize the importance of teamwork and education. We want to ensure our clients have the proper knowledge and resources to make good financial decisions for themselves.If you have any financial questions or are interested in hearing more, don’t hesitate to reach out via linked in or email me at jack.perry@westpacwealth.com./COMPLIANCE:2024-5243/

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  Wealth Management Advisor

  Westpac Wealth Partners

  Mar 2023 - Present - San Francisco Bay Area

  Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4278230. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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.

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  California Polytechnic State University-San Luis Obispo

  Business Administration And Management, General