WestPac Wealth Partners is a holistic wealth management firm located in San Diego, California. Our firm specializes in working with privately-held businesses and individual professionals and has made a strong commitment to serving SDCBA members as a Producing Sponsor.
We are offering SDCBA members an exclusive 10% discount on Disability Insurance. Contact our team today to take advantage of this offer!
Our practice addresses hot topics that are often timely and relevant for legal professionals such as:
JP was born in Coronado and returned home to San Diego in 2009 after attending The University of California, Santa Barbara where he received his undergraduate degree in Political Science. After working in Nightlife in downtown San Diego for over 10 years, he decided to set his sights on becoming an attorney and attended California Western School of Law where he earned his Juris Doctor Degree and is now a licensed attorney in California. In addition, JP works as a financial representative dedicated to promoting financial literacy and ensuring his clients have a stable foundation to build strategies specific to their personal and business goals.
Andrew grew up in San Diego and graduated from CSUSM and CWSL. Andrew is active in the San Diego community, volunteering at homeless centers, SD Volunteer Law Project, and serves on his Church Board. Andrew lives in Mission Bay, San Diego with his Yorkie, Mamas. As an attorney, Andrew ensures individuals and entities have their essential estate and business documents in place. In planning, Andrew works with individuals, families, and business owners to help them plan for lives of significance: achieved through organization, protection, and a focus on what matters most to each individual. He finds nothing more rewarding than providing confidence, clarity, and real results from correct planning. As a financial representative and educator, Andrew has provided training, continuing education courses, and joint work with other planning firms countrywide.
Ashley is a Las Vegas native and has been residing in San Diego for the last 5 years. She attended UNLV where she received her Bachelors of Science and began her MBA where she focused in Organizational Behavior. She then transferred to California Western School of Law where she obtained her Juris Doctor Degree. She has now found her passion at Westpac where she works on a team made up of financial representatives and attorneys. Her primary goal is to ensure that her clients have a clear understanding of where they are financially and help create strategies tailored to their personal needs that will help allow them to achieve their overall financial and life goals.
Westpac Wealth has joined SDBCA's Partner Program to support the work of the San Diego County Bar Association, the entities have not formed a legal partnership or other similar affiliation. John, Andrew, and Ashley are Financial Representatives of Guardian. John’s CA insurance license #4068518, Andrew’s CA insurance license #0I26458, Ashley’s CA insurance license #4090251. Not practicing law for Guardian or its subsidiaries or affiliates.