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WestPac Wealth Partners

WestPac Wealth Partners Email Formats

Financial ServicesFlag of USSan Diego, California, United States201-500 Employees

WestPac Wealth Partners Email Formats

WestPac Wealth Partners uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@westpacwealth.com), used 45.8% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@westpacwealth.com
45.8%
{first initial}.{last name}
j.doe@westpacwealth.com
30.1%
{first initial}_{last name}
j_doe@thewp2.com
16.9%
{first name}_{last name}
john_doe@thewp2.com
1.8%
{first name}{last name}
johndoe@westpacwealth.com
1.8%

Key Contact at WestPac Wealth Partners

Flag of US

Isabela Rocha

Executive Assistant To Chief Executive Officer

Company overview

Headquarters5280 Carroll Canyon Rd, Suite 300, San Diego, California 92121, US
Phone number+16196846410
Websites
NAICS52
SIC628
Keywords
Investments, Business Succession Planning, Wealth Management, Retirement Planning, Estate Planning, Savings, Debt Restructuring, Tax Management, Debt Elimination, Financial Organization, Executive Planning, Business Exit Planning, Insurance Optimization, Tax Sheltering
Founded2007
Employees201-500
Socials

About 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. 11/25

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

WestPac Wealth Partners has 232 employees across 12 departments.

Departments

Number of employees

Funding Data

WestPac Wealth Partners has never raised funding before.

WestPac Wealth Partners Tech Stack

Discover the technologies and tools that power WestPac Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

GoDaddy

Hosting

Frequently asked questions

WestPac Wealth Partners is located in San Diego, California, US.
You can reach WestPac Wealth Partners at +16196846410.
WestPac Wealth Partners was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.
WestPac Wealth Partners has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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