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Bobby  Speer

Bobby Speer

Financial Representative

With over 20 years of experience in various financial industries, including mortgage loan origination, student loan forgiveness, and mortgage loan modification, I've always been deeply committed to helping clients navigate the complexities of finance. Throughout my career, I've encountered countless clients who have expressed surprise and frustration, asking, "Why did my previous financial professional never show me
this?" or “Why did they never teach us this growing up?”

It was this recurring question and my desire to provide clients with some of the best financial solutions that led me to align myself with WestPac Wealth Partners. I was drawn to WestPac because of our shared commitment to excellence and our unwavering focus on client-centric solutions. At WestPac, I found a team of professionals who, like me, are dedicated to helping clients realize their true financial potential and achieve
their life goals.

What sets WestPac apart is our holistic, goal-oriented approach to financial strategies. We don't just  ecommend financial strategies or products; we help ensure that every facet is covered from end to end, tailored to match each client's unique situation. With everything in-house and our cutting-edge VFO (Virtual Family Office) platform, we bring together professionals from various disciplines—CPAs, attorneys, estate planners, realtors, and employee benefits specialists—to collaborate seamlessly. This integrated approach allows us to be in the same room at the same time, providing convenience and efficiency.

At West Pac Wealth Partners, we serve a diverse clientele, from business owners and doctors to teachers and beyond. Regardless of your profession or financial background, you can expect the same level of exceptional service and dedication from our team. I am here to guide, educate, and empower you to make informed decisions that will shape your financial future.

Join me at West Pac Wealth Partners, where your financial goals become our mission, and your success is our success.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I46181 | Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation | 2024-174367 Exp. 05/26