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.

 

Jonathan Barrera

 512.423.3250

Raquel Naranjo

805.883.3944

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400.  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 #0H73984. | 2020-104919 Exp 07/22
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