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You specialize in representing your clients for what they deserve.
We specialize in representing you to accomplish your life goals.
Business Planning

Business Planning

Our Business is to help you protect YOUR business and help you enjoy the fruits of your labor. This doesn't happen without a coordinated and integrated approach to helping you get Organized with your multiple balance sheets.

  • Coordination of Advisors
  • Risk Management
  • income Tax Strategies
  • Key Employee Retention
  • Business Valuation
  • Owner Exit Planning
Individual Planning

Individual Planning

Most Professionals lack the time or education to properly implement the principles necessary for success. Our team empowers clients with a unique planning process designed to create structure, opportunity, and an optimal financial life. 

  • Financial Organization
  • Estate Planning
  • Retirement PLanning
  • Maximize Cash Flow
  • Reduce Level of Risk
  • Intentional Financial Planning

Contact us today for a complimentary appointment in-person
or via an online meeting. We look forward to serving you.

Your WestPac Team

Nichole Mayer, CExP™, CFP™

Nichole Mayer, CExP™, CFP™

Helping Executives & Business Owners obtain financial balance for today and for their retirement is the greatest aspect of Nichole’s work.

Since joining WestPac Wealth Partners in 2014, Nichole Mayer has developed a team of leading industry professionals to provide clients with comprehensive financial planning. Nichole’s broad spectrum client approach includes asset coordination, wealth  accumulation, tax strategies, and retirement income forecasting.

As a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities, she measures success by implementing financial coordination with a proactive approach.

Nichole and her husband, Hunter, are proud to be able to call San Diego home for more than 17 years. In her spare time Nichole enjoys running half marathons, local hiking, and spending time outside with their bulldogs, Charlie & Frankie.

P: 619.684.8625

Book With Nichole
Chad Wilson, CPA

Chad Wilson, CPA

I am a CPA that chose financial advice to optimize my life and to guide others to optimize their lives too. I value the uniqueness of every financial plan as I walk side-by-side with clients to illuminate their optimal paths and give clients confidence in their financial decisions. Together we navigate discussions around financial planning that are critical but can be equally intimidating without a trusted financial coach.

I have also felt the aftereffects of what happens in life when families and business owners do not have proper financial guidance or a plan in place. These experiences have created a mission in my work and I have centered my practice around thorough financial planning, intentionality, financial education, and life optimization under any scenario.

When not serving people like you, I enjoy being outdoors with my family. My wife, Katie, and I graduated from the University of San Diego and we have enjoyed exploring many of the best day hikes across our country’s National Parks, as well as Canada, New Zealand and Europe. In fact, we picked our son’s name, Ridge, while we were hiking in Glacier National Park. You can also find me watching sporting events and playing golf or tennis.

P: 619.261.4452
Book With Chad

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San Diego County Bar Assocation is not an affiliate or subsidiary of Guardian. Chad Wilson is not CPA for Guardian or its subsidiaries or affiliates.