About Our Firm
Unique, In depth & Customized Retirement Solutions for Licensed Professionals and Successful Entrepreneurs
We believe financial guidance should be simple, transparent, and results‑driven. Our approach helps clients reclaim their time, uncover meaningful tax savings, maintain a balanced and fulfilling lifestyle, and accelerate retirement through advanced, strategically designed retirement solutions.
Our Vision
Our vision is to provide comprehensive, integrated planning solutions that align your personal, business, and family ambitions. We specialize in guiding licensed professionals and successful entrepreneurs who are open, coachable, and intentional about strengthening their balance sheets. By collaborating closely with your CPA and advisors, staying current with the latest tax strategies, and educating you along the way, We design and execute strategies to accumulate, distribute, and preserve the wealth you create. Our ultimate goal is to give you the time and freedom to live life on your terms and retire faster.
Potential Clients
Alliances
We craft powerful, comprehensive tax and financial strategies that not only align with your personal and professional goals but also maximize wealth, protect your assets, and create long-term financial freedom.
“It’s not what you make on your money; it’s what you keep.” Our process goes beyond planning—it gives you a roadmap to save taxes, preserve then grow your wealth. Whether managing taxes, a practice sale, planning for retirement, funding education, or leveraging advanced strategies like charitable tax planning, We empower you with the confidence to make every financial decision count.
Tailored Wealth Coaching
Tailored Coaching on Advanced tax Planning, Sophisticated Wealth‑Building Strategies, and Proactive Estate Planning Evolving With Tax Updates and Life Change
Planning for Retirement
Customized and Forward Thinking Retirement Planning
Planning for Licensed Professionals & Successful Entrepreneurs
Succession and Successful Practice Planning
How We Work
Long-term planning objectives, innovative solutions, and service have helped us yield lasting relationships.
Our mission is simple: to keep your money where it belongs by using updated strategies that adapt with you and the ever-changing environment in which we live.
Organize: Phase II
Even the best financial plans can become outdated. We take your existing strategies, streamline them into one cohesive system, and perform a comprehensive financial audit—evaluating risk, liabilities, taxes, and efficiency—so your wealth works as effectively as possible.
Follow Up: Phase IV
Life changes, and so should your plan. We continuously review and update your strategy to keep it aligned with your goals—for the lifetime of our partnership.
Understanding: Phase I
We believe understanding who you work with is essential. That’s why we take the time to get to know you, your goals, and your long-term vision. In a constantly changing world, we want you to feel confident in our experience, knowledge, and approach. Our goal is to eliminate uncertainty, ensure our solutions align with your objectives, and guide you toward financial clarity through a structured, information-driven process.
Implementation: Phase III
After reviewing our insights, we help you build a customized plan that strengthens your financial health and supports your long-term goals.
Resources
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Strategic Alliances
Trademarks are the property of their respective owners and are used with permission. GUARDIAN® is a registered trademark of The Guardian Life Insurance Company of America®. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2022 Guardian.
Meet the Team
Jonathan Barrera
Financial Advisor
Jonathan M. Barrera is a Financial Advisor specializing in advanced retirement plan design, tax‑efficient planning strategies, and comprehensive financial organization for high‑income professionals and business owners. His career is built on a rare combination of military discipline, academic excellence, and deep experience in tax, accounting, and strategic financial planning.
Born in Wisconsin and raised in Las Vegas, Jonathan learned early that financial success isn’t about chance—it’s about making strategic, informed decisions. After graduating from Durango High School, he served four years in the United States Navy as a Jet Engine Mechanic for SH‑60B Seahawk helicopters, supporting Search and Rescue, Reconnaissance, and Anti‑Submarine missions throughout the Pacific Fleet. Following his military service, he pursued higher education in Finance, Education, Supply Chain Management, and Accounting at The University of San Diego, Pepperdine University, The University of Southern California.
Jonathan began his professional career in Tax, Audit, and Mergers & Acquisitions Accounting for firms in San Diego, Austin and Las Vegas. This foundation in tax and financial reporting became the backbone of his work in the financial sector. When he entered the financial services industry in 2011, he quickly identified a widespread need: clients were not receiving coordinated strategies that leveraged tax laws and retirement structures to their fullest potential. His tax and accounting background positioned him to fill that gap.
Today, Jonathan focuses on Retirement Planning Strategies, specializing in:
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Defined Benefit Plans
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Cash Balance Plans
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401(k) Optimization & Multi‑Plan Structures
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Advanced Tax Reduction Strategies
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Retirement income efficiency and long‑term wealth preservation
He works closely with Physicians, CPAs, Attorneys, Executives, and Business Owners, helping them build efficient financial systems, optimize retirement plan contributions, and keep more of what they earn. Jonathan is known for “Collaborative Consulting with Team Effort” a unified plan alongside his clients’ CPAs, attorneys, and other advisors—helps to ensure every strategy is coordinated, organized, and aligned with long‑term goals. Since 2017, Jonathan has served as the exclusive Financial Wellness Advisor to the Los Angeles County Medical Association, supporting more than 7,000 physicians across the region. Since 2019, he expanded his strategic alliance to include the Central Coast Medical Association, continuing his mission to strengthen financial wellness across the medical community. Now Jonathan is nationwide helping successful entrepreneurs with his special expertise.
At WestPac Wealth Partners, Jonathan is recognized for his work in tax‑mitigation strategies for high‑income individuals, medical professionals, and business owners. His approach empowers clients not just to save for the future, but to create financial systems that allow them to live well today while preserving wealth for generations to come.
Jonathan’s philosophy is grounded in the timeless words of Judge Learned Hand: “There is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible… Nobody owes any public duty to pay more than the law demands.” This belief guides his mission—to help clients optimize their financial potential, reduce unnecessary tax exposure, and build disciplined, world‑class savings strategies that support both their families and their futures.
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 Number - 0H73984| 8406503.2 Exp. 02/28 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.
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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.