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: 4275 Executive Sq., Suite 800, La Jolla, CA 92037, 619.684.6400. PAS is an indirect, wholly owned subsidiary of Guardian. Westpac Wealth Partners and WestPac Wealth Partners & Insurance Services, LLC are not affiliates or subsidiaries of PAS or Guardian. | California Insurance License: WestPac Wealth Partners & Insurance Services, LLC.: 0I29680  | 2018-56451 Exp 3/20 | Terms of Use | Online Privacy Policy | Important Disclosures

WestPac Wealth Partners

Customized Strategies that Define the Future of Financial Wellness and Independence

Through Guidance, Education, and Maximizing Team Coordination we strive to engage protection, preservation, and accumulation of assets for our clients.

 

Trusted Guidance and Financial Strategies to Individuals and Business Owners

Jonathan Barrera and his team have over 25 years of experience in leadership, tax, business, and financial strategies. With this experience, they focus on providing customized planning solutions that incorporate business and personal financial objectives as well as promote financial wellness and organization.

Planning for Practice

Planning for You

Planning for Business