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Peter Weinberg

Peter Weinberg

Wealth Management Advisor

Helping business owners and families make smart and informed decisions to help protect and expand their wealth.

I measure my success by the amount of positive impact I have in the world, namely in the lives of my family, friends, colleagues and clients. I strive to make a difference by educating and inspiring others to achieve their goals and that begins with a foundation of integrity and trust.

As a Wealth Management Advisor at WestPac Wealth Partners I am part of an experienced and dynamic team focused on creating bespoke financial strategies aligned to your unique financial goals. We take a holistic approach to financial planning and tailor our recommendations to help ensure your financial success.

My team at WestPac Wealth Partners specializes in:

  • Income Tax Planning Strategies
  • Business Exit Planning
  • Asset Protection
  • Wealth Management
  • Retirement Planning
  • Risk Management
  • Key Employee Retention
  • Business Continuation Strategies
  • Estate Planning Strategies

Born and raised in Minneapolis, Minnesota I am still a Midwesterner at heart who enjoys better weather! I attended Tufts University where I graduated with honors and earned my Bachelor of Science (BS) degree in Psychology. I also earned a Master’s in Business Administration (MBA) from the University of Minnesota’s Carlson School of Management.

I have an extensive background in residential and commercial real estate development, where I focused on the acquisition, design, entitlement, construction and sale of luxury homes in La Jolla, California. Prior to real estate development I worked for over 10 years as a management consultant for Deloitte Consulting and mid-sized medical practices. When not working I am a grateful and devoted father and have been a resident of La Jolla for over 20 years.

I am a Registered Representative (RR) and Investment Advisor Representative (IAR) at Park Avenue Securities and hold the Series 7, 66 and Life and Health licenses.

To learn more about me, WestPac Wealth Partners and our unique approach to financial planning please reach out for a complimentary consultation.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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 #4333012 | 2024-170696 Exp. 03/26