seller-profile

Aleksandar Raskovic

WestPac Wealth Partners
5280 Carroll Canyon Rd, Suite 300

San Diego , CA 92121

6193540609

Connect with Aleksandar

About WestPac Wealth Partners

Our WestPac teams consist of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you build financial confidence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to meet your goals and objectives.

We offer both personal strategies and business owner strategies to our clients.

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General Information

Firm Start Year

2007

No. of Employees

100-499

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Master of Business Administration (MBA) -

Hamline University
09/2008 -09/2010

Disclosures

FinancialPlanners.net provides referrals to financial professionals. FinancialPlanners.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M94213. 2022-146170 Exp. 11/24

Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1885446/financialplanners-WestPac-Wealth-Partners-detailed-disclosure.html