Vladi Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS has been named #3 on Forbes' 2026 Best-in-State Financial Security Professionals list for Arizona.
Vladi's path to financial services started far from a trading floor. He grew up in Serbia, earned a tennis scholarship to BYU-Hawaii, and graduated with a degree in Mathematics. He once considered becoming an actuary. Instead, he found his passion in helping people understand their own finances, and he's spent his career since building that skill into a specialty.
Based in Scottsdale, Vladi now serves as Chief Business Development Officer at WestPac, where he leads the Business Resource Center Team. That team works alongside financial advisors, CPAs, and tax attorneys to support closely held business owners through advanced tax, estate, and exit planning. His designations, CFP®, ChFC®, AEP®, CAP®, CEPA®, and MSFS, reflect a practice built around the technical side of wealth planning.
"Making this list again means my clients and colleagues trust the work we're doing together. I got into this business to help people understand their own financial picture, and that hasn't changed. I'm grateful for the recognition, and even more grateful for the clients who make it possible." - Vladi Sasic
This is Vladi's fourth Forbes recognition, a reflection of the consistency he brings to his clients and to the advisors and professionals he mentors across WestPac. Congratulations, Vladi, on this well-earned honor.
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, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680 | This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2026 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. | 9054259.1 Exp. 07/28