Jack Chou is Vice President of WestPac Wealth Partners, a privately-held wealth management firm in Orange County, California. He is passionate about working closely with individuals, families, and closely-held businesses and devising strategic plans to achieve their wealth and independence goals.
Jack has particular expertise working with high net-worth individuals, including executives, medical professionals, business owners, and foreign national citizens throughout their financial journey. Whether they are getting started, growing, and expanding, or in the exit phase, the partnership between Jack and his clients creates a customized plan advancing them steadily and successfully toward their ideal financial future.
In 2011, when Jack transitioned to the financial services industry, he met his personal goal of working with clients to help create and preserve their wealth. The ideal partnership formed when he joined WestPac Wealth Partners, as they are driven by more than the bottom line. “With a focus on client education, I am empowered by WestPac Wealth to design and implement financial strategies based on sound financial principles, which is both my and WestPac’s mission statement,” said Jack. “Together with WestPac, my clients can make decisions based on facts and not reactions, that will provide them the safety and security they’re looking for in their financial services provider.”
For the last ten years, Jack has excelled at delivering solutions to his clients, maximizing efficient tax and financial strategies, and accumulating and transferring wealth. Since Jack's transition to WestPac Wealth Partners, he has qualified for both Leader's Club and Executive Council, putting him in the top tier of all representatives within the firm. Before joining WestPac, he was recognized as an Associate of the Year, a Perennial Leaders Club Qualifier, and a Blue-Chip Council Member at MassMutual. His success is also exemplified by the fact that many of his clients have been with him since the beginning of his career in the financial services industry.
Jack has a Bachelor of Arts in Economics from the University of California, San Diego. A resident of Orange County, California, he and his wife Anita enjoy taking their three children traveling with them as they explore different parts of the world. A sporting enthusiast, Jack enjoys tennis, basketball, and family ski trips in winter.
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 #0H48495 | 2021-128239 Exp. 10/23