Have you ever wondered if you are making the RIGHT financial decisions? Most people make financial decisions based upon a particular NEED or out of CONVENIENCE, meaning that because they purchased a home, now there is a NEED for Home Owner’s Insurance. Or, because they work for a company that offers a 401(k), they contribute to it out of CONVENIENCE. This type of behavior often leads to a feeling of financial disorganization where people have a lack of clarity around what they have, where they have it and do they have enough or too much. I collaborate with families, professionals and owners of closely held companies.
Since 2003, Will has a taken a unique approach in looking at people’s financial picture to help them become financially organized and have clear understanding of what they have, help them grow and PROTECT their net worth, become a “World Class Saver” and maximize their cash flow in retirement. Will believes that much of the traditional financial models and conventional wisdom that is used today is based upon antiquated theories.
Will’s client experience program will guide you through this four step process:
- Understanding what is important to YOU and what concerns keep you up at night.
- Gaining a perspective of WHERE you are currently.
- Design a program that is WITHIN you current resources.
- Following your experience in working with our team, collaborating to better understand how you want to be serviced and give you the opportunity to share this experience with those that are closest to you.
A fourth-generation San Diegan, he has strong ties to the business community in San Diego in both the “for-profit” and “non-profit” sectors. Will currently serves on the boards for the Peninsula YMCA and the San Diego Imperial Council of the Boy Scouts of America and previously served on the Point Loma High School Foundation and as an Elder for the Point Loma Community Presbyterian Church. He is also a proud member of San Diego Rotary since 2013.
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 #0D97541 l 2021-127232 Exp.10/23