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Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS

Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS

Chief Business Development Officer

My metric for success revolves around the positive impact I have on people's lives- be it my family, colleagues, or clients. My actions are driven by my core values of honesty, loyalty, and a desire to inspire others. At WestPac Wealth Partners, I lead the Business Resource Center Team, where we steer the growth and development of many financial advisors, CPAs, tax attorneys, and other financial representatives. While I guide and fulfill leadership roles, I also derive great satisfaction as a financial consultant. My clients include owners of closely held businesses, accountants, legal professionals, medical practitioners, financial professionals and professional athletes. By offering personalized strategies, I empower them to make informed financial decisions, fostering prosperity for both the present and future.

Serbia is where my professional journey began when I received a tennis scholarship to BYU-Hawaii and earned a degree in Mathematics. While alternative career paths, like becoming an actuary, briefly crossed my mind, I realized my real passion is educating others about the complex world of financial management.

At college I kindled a passion for continuous learning, leading me to earn designations such as MSFS®, AEP®, CFP®, ChFC®, CAP®, and CEPA®. Additionally, I take great pride in being a member of the National Estate Planning Counsel. I am also very much involved in the local community and a proud member of the
National Association of Insurance & Financial Advisors and Finseca. I am energized by the complexities of the mathematical and financial domain, and I take pleasure in sharing the experience I've gained to assist others in utilizing it within elaborate estate and tax planning scenarios.

The dedication I have to my clients has garnered recognition, including the esteemed Presidential Citation Award in 2014 and 2015. I'm also a proud member of the President's Council qualifying 2 times in total. Notably, in 2023, I’ve been recognized as one of 1Forbes Best-in-State Top Security Professionals. What truly drives me extends beyond my professional achievements; it's the desire to influence people's lives positively, a passion that begins within my own family. My wife, daughters, and I share a love for travel, exploring new places, and attending sporting events together. This love for adventure and shared experiences has extended from our immediate family to encompass friends, colleagues at WestPac, and, of course, my valued clients.

Apart from my dedication to serving my clients, I am an avid golfer. Golf presents a unique personal competition that consistently pushes me to enhance my skills, mirroring the concept that our ultimate rival in life is our own selves. This sport holds a special place in my heart, much like my dedication to assisting others in optimizing their financial endeavors.

"Things are simple when you understand" encapsulates my philosophy. My goal is to ensure you understand your financial potential and feel empowered with your decisions. If you have money questions, want a new career path, or are interested in optimizing your financial future, feel welcome to contact me.

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 #0I36272 | 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. | 2023-161132 Exp.10/25

1. This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Best-In-State Financial Security Professionals List 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.