Marvin is a Vice President with WestPac Wealth Partners and is a Registered Representative (RR) and Investment Advisor Representative (IAR) of Park Avenue Securities. Marvin philosophy is to" build relationships" with his clients to help them be financial confident through comprehensive financial planning. His goal is to help clients meet their financial goals, then protect & preserve their’ lifestyles, loved ones and assets. While the strategies for each of his clients may be different, the goal is always getting to a point of financial "stability".
Marvin has over twenty-five years of experience within in the financial industry, specifically in the wealth management space. He has held many leadership and management roles throughout his career. Marvin ability to lead and manage strategic enterprise initiatives are two of his strongest skills sets. He joined the WestPac leadership team to support the growth of the wealth management platform for our clients and advisors.
Marvin is passionate about learning and currently holds his Series 7, 66 and Life & Health licenses. In his free time, Marvin enjoys playing basketball, tennis and spending time with his wife and children.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. 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| 2022-133041 Exp. 01/24