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
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 Strategies
- Retirement Planning
- Maximize Cash Flow
- Reduce Level of Risk
- Intentional Financial Planning
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.
