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For a Complimentary Business Valuation, please call (949) 272-2110.

 

The focus of WestPac Orange County is to become your quarterback for all your financial decisions.  We will guide you in implementing the right business strategies to generate the highest possible tax deductions and increase your cash flow in order for you to fully concentrate on your business goals.

At WestPac Wealth Partners, we've been helping business owners like you strike a balance between their business and personal planning objectives.  We realize that for you, everything in your financial world begins and ends with your business.  As a business owner, you have the opportunity to dictate your own financial success.  During the course of the WestPac Wealth Partners planning process we will help you protect your business from loss, provide strategies to recruit, retain, and reward key employees, and most importantly guide you on when and how you can ultimately exit your business, helping to ensure that you and your family receive the full value of your life's work.

WestPac Orange County financial advisors, insurance agents, wealth building and management professionals work tirelessly to envision and enhance our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth. This life map may include products and services like retirement services, wealth accumulation services, business planning, and estate planning.

 

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 #0G73119 *Designation holder is not permitted to provide services that would qualify them as an ERISA fiduciary for a qualified plan

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What We Do

Products/Services Relating to Financial Services
Products/Services Relating to Insurance

Project Experience

Service Sector:
Public Private
Project Types:
New
Commercial
Airport Runway
Laboratory
Bridge
Civil & Site Development
Dams & Levies
Education (K-12)
School / College / University
Fire / Police Station
Gas Station
Golf Course
Hospital / Nursing Home
Hotel / Motel
Industrial Maintenance
House
Manufacturing Plant
Apartments & Condominiums
City / Town Hall
Office Building
Marine
Pre-Manufactured Structures
Power Generation & Distribution
Terminal - Airport / Bus / Railroad
Church / Synagogue
Retail Store
Restaurant
Road / Highway
Utilities
Sewage / Water Treatment Plant
Jail / Prison
Theme Park
Arena / Stadium
Parking Garage
Library
Museum
Club House / Community Center
Casinos
Mixed Use
Historic Preservation
Secure and Shielded Facilities
Park / Playground
Storage Facility / Warehouse
Grocery Stores
Theater
Assisted Living
Single Family Residential
Renewable Energy
Design Build
Data Centers - Mission Critical
Lighting Retrofits
Auto Dealership / Service
Bank
Misc Project
Non-Building Construction
Athletic Field
Parking Lots
Swimming Pool
Tennis Court
Tunnel
Non-Residential Building
Animal Hospital / Kennel
Court House
Fitness Center
Medical Office
Post Office
Radio / Television Station
Residential Building
Tract Housing
Military
Government

Service Areas

Associations & Memberships

Member of AIA (American Institute of Architects) AIA (American Institute of Architects)

Information

Founded In: 2007
Size: 100-249 Employees
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