Hours: 9am - 5pm, Monday-Friday
5280 Carroll Canyon Rd, Suite 300San Diego, CA 92121
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.
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.
Chief Executive Officer
Chief Business Development Officer
Senior Vice President
Vice President of Marketing and Development
Director of Recruiting & Business Development
Chief of Staff
Senior Vice President & Wealth Management Advisor
Vice President | Wealth Management Advisor
Chief Operations Officer (COO) & Agency Control Officer (ACO)
Director of Investments
Executive Vice President of Agency Distribution and Growth
Disability Income Specialist | Brokerage Manager Financial Advisor
Wealth Management Advisor
Partner, Living Legacy
VP, Wealth Management - Platform, Recruiting & Transition
Business Development Manager & Wealth Management Advisor