Andrew Rogel, CFP®, CIMA®

Andrew joined WestPac Wealth Partners in 2020 after prior roles at LPL Financial and J.P. Morgan Chase, experiences that shaped his belief in combining sophisticated investment management with comprehensive financial planning.

He holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, providing advanced specialization in investment management, tax
planning, estate planning, retirement planning, and wealth management strategies.

Andrew is known for his analytical approach and attention to detail. He takes pride in building long-term relationships grounded in trust, thoughtful planning, and personalized advice. His goal is to help clients make
confident financial decisions through strategies that align every aspect of their financial lives with their long-term objectives. He is passionate about continuous learning and staying at the forefront of evolving markets, tax laws, and planning strategies.

Outside of work, Andrew enjoys spending time with his wife, Joseline, and their son, Luciano. When time permits, you'll often find him on the golf course.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. 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 #4013800| 8756588.2 Exp. 08/28