Hours: 9am - 5pm, Monday-Friday
Address: 949 S Coast Dr., Suite 220, Costa Mesa, CA 92626
The focus of WestPac Orange County centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Orange County financial advisors, insurance agents, and wealth building and management professionals work tirelessly to envision and enhance our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth. This life map may include products and services like whole life insurance, disability insurance, retirement services, wealth accumulation services, business planning, and estate planning.
WestPac Wealth Partners is a member of The Guardian Network. We are aligned with Guardian, a 160-year-old mutual company and insurance industry leader committed to doing the right thing for its clients. Any member of our WestPac Irvine team can help you develop a wealth building strategy and improve your financial confidence. Give us a call or email us today to schedule a meeting.
The Orange County region of Southern California is a mix of business growth and family-friendly entertainment. Orange County encompasses a number of SoCal cities and neighborhoods; therefore, it's a unique blend of culture, beachside living, outdoor attractions, and small-town approachability. Some famous spots in Orange County include the Disneyland Resort, Angels Stadium, Knott's Berry Farm, and world-class beaches like Huntington, Laguna, and Newport.
Vice President of Marketing and Development
Chief of Staff
Wealth Management Advisor