WestPac Wealth Partners

Customized Strategies that Define the Future of Financial Wellness and Independence Carefully Designed for Medical Professionals & Entrepreneurs 

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

Our Mission

Our mission is simple: to keep your money where it belongs by using updated strategies that adapt with you and the always-changing environment in which we live so you are not working to save but working to make the time to Live Life the way you want it to be.