Westpac Wealth Partners
At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future. The focus of WestPac Wealth Partners 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 Wealth Partners helps envision and enhances our clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions- WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd,#300 San Diego CA 92121 619.684.6400. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc. a DBA of WestPac Wealth Partners, LLC | CA Insurance License #0I29680 | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-165308 Exp.
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Verified contacts
200
available on Kipplo
LinkedIn employees
355
201 to 500 range
Open roles
—
no listings
Distinct roles
113
indexed titles
Tech stack
1
tools in use
Monthly traffic
1.1K
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AD
Aimee Deyoung
Director of Marketing & Training · Advertising & Marketing
EmailPhone - DR
Danny Recht
Managing Director · General Business & Management
EmailPhone - RH
Rosa Hotz
Director of Marketing & Operations · General Business & Management
EmailPhone - BD
Brennan Drew
Vice President & Financial Advisor · Finance & Accounting
EmailPhone - JC
Jack Chou
Vice President · General Business & Management
EmailPhone - MG
Marvin Gayle
VP, Wealth Management - Platform, Recruiting & Transition · Other
EmailPhone - MH
Michael Hess
Vice President · General Business & Management
EmailPhone - RR
Regina Reiff
Vice President of Leadership Development & Recruiting · Human Resources
EmailPhone - AD
Alice Davila
Agent Contracting Licensing Specialist · Legal
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Westpac Wealth Partners
113 distinct titles indexed · top 10 shown.
- 70financial representative
- 54financial advisor
- 20wealth management advisor
- 17broker
- 10registered representative
- 8executive assistant
- 7client service associate
- 4account manager
- 4assistant
- 4client services associate
- +103more titles
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