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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™

Partner/Registered Representative

Rich Kettley

Rich Kettley

Vice President of Marketing and Development

Regina Reiff

Regina Reiff

Director of Recruiting & Business Development

Aleksandar Jakovljevic

Alex Jakovljevic, MBA, CExP™

Senior Vice President & Wealth Management Advisor

Rosa Hotz

Rosa Hotz

Chief of Staff

Pat Thebus

Pat Thebus

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

Mark Vannatta

Mark W. Vannatta, CFP® CLU®

Director of Investments

Michael  Hess

Michael Hess, RICP

Vice President

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

Nichole Mayer

Nichole Mayer, RICP® CExP™

Wealth Management 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

Nikola Novakovic

Nikola Novakovic

Vice President | Wealth Management Advisor

Alec Williams

Alec Williams

Financial Advisor

Andrew Rogel

Andrew Rogel

Wealth Management Advisor

Ashley Nichols

Ashley Nichols, JD

Financial Representative

Chad Wilson

Chad Wilson, CPA

Wealth Management Advisor

Danny Recht

Danny Recht

Wealth Management Advisor

Ivan Jordovic

Ivan Jordovic

Financial Advisor

Jacob Campbell

Jacob Campbell

Wealth Management Advisor

Ken  Ghahremani

Ken Ghahremani

Financial Advisor

Luka Vujovich

Luka Vujovich

Financial Advisor

Michael  Von Ebers

Michael Von Ebers

Financial Advisor

Nemanja Selezan

Nemanja Selezan, MBA

Financial Advisor

Nikola Novakovic

Nikola Novakovic

Vice President | Wealth Management Advisor

Raquel Naranjo

Raquel Naranjo, J.D.

Financial Representative

Rod Crews

Rod Crews, LUTCF®

Financial Advisor

Stephen Kelly

Stephen Kelly

Financial Advisor

Will Hage

Will Hage

Wealth Management Advisor

William Combs

William Combs, CExP™

Wealth Management Advisor

Contact the San Diego team

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