Charbel Ghaby, MBA, RICP®
Wealth Management Advisor
Charbel Ghaby was born in Lebanon and immigrated to Southern California in 1989 at the age of 10. After graduating Cum Laude from the University of California, San Diego with a business degree, he began working for Morgan Stanley out of Los Angeles in 2000.
In 2004, he left the industry to join the family business and to open a restaurant in Glendora, and just 12 years later, had 2 concepts and 7 total locations. In the meantime, he earned his MBA taking evening classes while still running his businesses, always wanting to learn something that he can later use to enhance his career. He also began to realize that his passion for financial planning was still on the back burner and his love for running restaurants was quickly fading.
The pandemic triggered the importance of financial planning in his life, and he began interviewing with firms across the state. WestPac Wealth Partners provided the access to the business planning that Charbel longed for as a business owner and entrepreneur that he felt was missing in the industry. He is glad to be part of a firm that focuses on personal and business planning, taking both into account and recognizing the importance one has on the other.
Charbel has been with the firm since the end of 2020, and in that short time has taken the strategies that he is learning and added them to his 20+ years of business ownership. He is providing tremendous value to his business clients, showing them the business planning process in a way that many had not seen, one coming from a fellow business owner.
Aside from his professional life, he enjoys playing with his 2 boys, and spending time with his beautiful wife, as they are expecting a new baby girl to be added to the family.
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 #0D18066| 2022-133763 Exp. 02/24