We are absolutely thrilled to share that Alex Jakovljevic, our exceptional team member at WestPac, has been acknowledged by Forbes 2023 as a Top Best-in-State Financial Security Professional in California. This prestigious recognition validates Alex's outstanding skills and unwavering dedication to providing exceptional service to our valued clients.
At WestPac, we have always had strong faith in Alex's abilities, and this achievement comes as no surprise to us. With a wealth of experience and a tireless commitment to serving the community, Alex has achieved remarkable milestones throughout his career. This well-deserved recognition is a testament to their unparalleled experience in the ever-changing financial environment.
Alex has been with WestPac Wealth Partners since 2009. He is the Senior Vice President and a Registered Representative (RR) and Investment Advisor Representative (IAR) at Park Avenue Securities. Alex and his team work with closely held business owners, professional athletes, medical professionals, and entertainment personalities to assist them in achieving overall financial success and stability. His team takes a holistic approach to financial planning, specializing in Strategic Income Tax Planning Strategies, Asset Protection Planning, Risk Management Planning, and Advanced Estate Planning Strategies. He is also a Certified Business Exit Planner. Alex was also recognized as one of the 2022 Forbes Top 100 Financial Professionals in the United States and one of the Best in-State for California.
We couldn't be prouder of Alex's accomplishments, and we look forward to the continued success they will undoubtedly achieve. Congratulations, Alex, for this remarkable achievement and for making a positive impact on the financial services landscape in California.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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 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 #0H47704 | 2023-159669 Exp. 08/25
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Best-In-State Financial Security Professionals Lists 2022 & 2023 are 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.