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San Diego

Contact Us:

Phone: 619.684.6400

Hours: 9am - 5pm, Monday-Friday

5280 Carroll Canyon Rd, Suite 300
San Diego, CA 92121

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About the Office

Our sunny San Diego location is home to more than 100 financial advisors, insurance professionals, and wealth managers.

The focus of WestPac San Diego 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 envisions and enhances our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth. These strategies may include whole life insurance, disability insurance, retirement services, wealth accumulation services, business planning, and estate planning.

WestPac welcomes the opportunity to help you develop a wealth building strategy and improving your financial confidence. Give us a call or email us today to schedule a meeting in our San Diego office with an associate.

About San Diego

If you’ve traveled to San Diego or have the great pleasure of living and working here, you know that the city’s neighborhoods have distinct and defining personalities. Downtown and urban sections of San Diego display its vibrant core with block after block of bars and restaurants while the Inland Valley is awash in mountains, deserts, and opportunities for hiking, bicycling and breathtaking views. Coastal neighborhoods offer miles of beach side views, surfing, and boating.

Nash Subotic

Nash Subotic

Chief Executive Officer

Rod Roberto

Rod Roberto, CExP™

Senior Vice President

Rich Kettley

Rich Kettley

Vice President of Marketing and Development

Regina Reiff

Regina Reiff

Vice President of Leadership Development & Recruiting

Vladimir  Kulenovic

Vladimir Kulenovic

Managing Director & Wealth Management Advisor

Rosa Hotz

Rosa Hotz

Chief of Staff

Aleksandar Jakovljevic

Alex Jakovljevic, MBA, CExP™

Senior Vice President & Wealth Management Advisor

Nikola Novakovic

Nikola Novakovic

Vice President | Wealth Management Advisor

Michael  Hess

Michael Hess, RICP

Vice President

Pat Thebus

Pat Thebus

Chief Operations Officer (COO) & Agency Control Officer (ACO)

Mark Vannatta

Mark W. Vannatta, CFP® CLU®

Director of Investments

William Stevens

William J. Stevens, CLU®, ChFC®, MSFS

Executive Vice President of Agency Distribution and Growth

Igor Acimovic

Igor Acimovic

Disability Income Specialist | Brokerage Manager Financial Advisor

Jonathan Barrera

Jonathan M. Barrera

Registered Representative

Alfred  Valencia

Alfred Valencia, CExP™

Wealth Management Advisor

Aaron Puttroff

Aaron Puttroff, CExP™, CFP®

Partner, Living Legacy

Marvin Gayle

Marvin Gayle

VP, Wealth Management - Platform, Recruiting & Transition

Bridget Orr

Bridget Orr

Business Development Manager & Wealth Management Advisor

Ken  Ghahremani

Ken Ghahremani

Financial Advisor

Bruce Fine

Bruce Fine

Financial Representative

Jacob Campbell

Jacob Campbell

Wealth Management Advisor

Michael  Von Ebers

Michael Von Ebers

Financial Advisor

Nemanja Selezan

Nemanja Selezan, MBA

Financial Advisor

Rod Crews

Rod Crews, LUTCF®

Financial Advisor

Stephen Kelly

Stephen Kelly

Financial Advisor

Will Hage

Will Hage

Wealth Management Advisor, CExP™

William Combs

William Combs, CExP™

Wealth Management Advisor

Danny Recht

Danny Recht

Wealth Management Advisor

Raquel Naranjo

Raquel Naranjo, J.D.

Financial Representative

Luka Vujovich

Luka Vujovich

Financial Advisor

Andrew Rogel

Andrew Rogel, CFP®, CIMA®

Wealth Management Advisor

Chad Wilson

Chad Wilson, CPA

Wealth Management Advisor

Charbel Ghaby

Charbel Ghaby, MBA, RICP®

Wealth Management Advisor

Kierstin Erwin

Kierstin Erwin

Wealth Management Advisor

Dennis Bavin

Dennis Bavin

Wealth Management Advisor

Ryan  Schulte

Ryan Schulte, CFP®

Financial Advisor

Kimelton Madrigal  Kim

Kimelton Madrigal Kim

Wealth Management Advisor

Bailey Creager

Bailey Creager

Marketing and Business Development

Kim  Loane

Kim Loane

Chief of Staff

Jacob  Lee

Jacob Lee

Wealth Management Advisor

Benjamin Fuentez

Benjamin Fuentez

Wealth Management Advisor

Joshua  Loudenback

Joshua Loudenback

Registered Representative

Michael Funaro

Michael Funaro

Financial Professional

Jordan Sullivan

Jordan Sullivan

Financial Advisor

Peter Weinberg

Peter Weinberg

Wealth Management Advisor

Brooke Davis

Brooke Davis

Financial Representative

Marko Jaric

Marko Jaric

VP Business Development, Head of Entertainment & Sports Division

Contact the San Diego team

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