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WestPac Wealth Partners is a privately held wealth management firm that was founded with the intent to assist our clients in every aspect of their financial lives. The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential.
Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. |
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Jason A. Frederico
CFP®, ChFC®, CLU®, RICP®, CLTC® |
Park Avenue Securities Form CRS
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400 . Securities products and advisory services offered through PAS, member FINRA, SIPC. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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 #0G14394. 7031678.1 Exp 09/26
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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