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844-WestPac

Carlsbad

Contact Us:

Phone: 760.585.4598

Hours: 9am - 5pm, Monday-Friday

2888 Loker Ave E, #219
Carlsbad, CA 92010-6685

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About the Office

The focus of WestPac Carlsbad is to create a lasting impact not only for our clients but for the community as well. Pete Rogers and his team of financial advisors, insurance agents, and wealth managers have been serving the North County community for 10 years, designing customized strategies for their clients.

Whether you’re looking to buy a home, open up an annuity, discuss a rollover, start a business, protect your family with insurance, or send your child to college, we will take a proactive, uncommon approach to help you develop a strategy to address your financial goals and short-term and long-term objectives. Some of these approaches include discussing whole life insurance, disability insurance, retirement services, wealth accumulation services, business planning, and estate planning. Rest assured, our WestPac Carlsbad family will always treat you like family.

To set up a visit to our office or to ask any question you may have, please give us a call or email us.

About Carlsbad

Near San Diego and like San Diego in terms of its highly desirable year-round climate, lovely beaches, beautiful natural spaces and opportunities for city sightseeing, Carlsbad lives up to its charming nickname – The Village by the Sea. Carlsbad always offers up much to do and experience. By virtue of its glorious weather, residents and tourists can always count on pristine sandy beaches and ocean waters, scenic coves for fishing, and ample outdoor spaces for hiking and biking including the Leo Carrillo Ranch Historic Park. Last but certainly not least, fantastic family fun is plentiful in Carlsbad thanks to the Legoland California theme park and the SEA LIFE Aquarium.

Whether you’re taking a day trip, visiting family and friends or are fortunate enough to call Carlsbad home, the city combines big city convenience with small-town pleasantries. It's also a very welcoming location for our WestPac Wealth Partners team.

William Combs

William Combs

Investment Advisor Representative

Jacob Campbell

Jacob Campbell

Financial Advisor

Contact the Carlsbad team

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