We are pleased to announce that Vladi Sasic, a highly esteemed member of our WestPac team, has been recognized by Forbes as a Top Best-In-State Financial Security Professional in Arizona. This prestigious accolade reflects Vladi's outstanding experience and dedication to his clients' needs.
In his role at WestPac, he leads the team known internally as the WestPac Business Resource Center. The team's mission is to equip advisors with the resources they need to maximize their effectiveness in assisting owners of closely held businesses. He describes his role as akin to being a personal chief financial officer for his clients, guiding them through the complexities of today's financial landscape to help them make smart decisions.
Vladi’s professional journey started in Serbia, where he earned a tennis scholarship to BYU-Hawaii and graduated with a degree in Mathematics. Although he briefly considered alternative career paths such as becoming an actuary, he discovered his true passion lies in educating others about the intricacies of financial management.
Vladi thrives on the challenges of mathematics and finance, finding joy in sharing his experience to help others navigate complex estate and tax planning scenarios. His commitment to clients has earned recognition, including the prestigious Guardian Presidential Citation Award multiple times, and membership in Guardian’s President's Council on two occasions.
Beyond professional achievements, what truly motivates Vladi is making a positive impact on people's lives, starting with his own family. His wife, daughters, and he bond over their shared love for travel, exploring new places, and attending sporting events. This passion for adventure extends to their relationships with friends, colleagues at WestPac, and, of course, his valued clients.
We are thrilled by Vladi’s exceptional performance and are confident he will continue to prosper in his career. Congratulations, Vladi, on this prestigious recognition from Forbes and for your outstanding contributions to the financial services industry!
For more information on Vladi Sasic’s achievements and to read his full Forbes profile: https://www.forbes.com/profile/vladi-sasic/?list=best-in-state-financial-security-professionals
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 500 Ala Moana Blvd. Suite 3-400 Honolulu, HI 96813. 808.695.2100. 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 #0I36272. 2024-180736 Exp. 9/26
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2024 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.