WestPac Wealth Partners is proud to announce that Alfred Valencia, CExP™, has been named to Forbes’ 2025 Best-in-State Financial Security Professionals list for Southern California.
Alfred plays a key role in developing financial strategies that support WestPac’s commitment to client prosperity. With experience in comprehensive financial planning, investment management, retirement strategies, and legacy planning, he leads a disciplined, client-focused team dedicated to delivering tailored, results-driven solutions.
“I’m truly honored to be recognized among Forbes’ Best-in-State Top Financial Security Professionals for 2025. This acknowledgment reflects the dedication, trust, and partnership I strive to build with every client every day,” said Alfred Valencia.
In addition, Alfred has been named a 2026 Five Star Award Winner by Essential Engineer, recognizing his exceptional commitment to client service, financial experience, and helping business owners and families achieve long-term financial goals.
This recognition highlights Alfred’s consistent impact on the financial futures of his clients and underscores his leadership and dedication at WestPac Wealth Partners.
Nash Subotic is a Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC 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 - 0F93109 | 8301585.1 Exp. 08/27 | This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. 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.