WestPac Wealth Partners

Grateful today and every day — for our clients, partners, and the WestPac team who make it all possible. Thank you for being part of our journey. Wishing you and your loved ones a happy and meaningful Thanksgiving 💛🦃

Proud moments in our San Diego office 👏 We recently partnered with the Filipino American Chamber of Commerce Greater San Diego to host their Future of Healthcare for an Aging Population Symposium — bringing together healthcare leaders, business owners, and community advocates for an important conversation about the future of senior care. With strong attendance and meaningful dialogue, the event highlighted the power of collaboration in supporting families, caregivers, and San Diego’s aging community. Thank you to FACC GSD for choosing WestPac as the home for this impactful symposium!

Proud to share that WestPac has been named the #1 Best Workplace for Parents™ 2025 in the small and medium category 👏 This list celebrates organizations building meaningful, inclusive cultures—and we’re honored to be recognized among them. More here 🔗: https://lnkd.in/eYwTvPMf

As career fair season comes to a close, a huge thank-you to our WestPac team for showing up strong all fall 🤝 We’re grateful for the opportunity to meet so many driven students and to share what it means to build a meaningful career with us. We’re already looking ahead—our 2026 Internship Program launches soon. For full details and to apply ➡️ https://lnkd.in/eGcyCse6

Helping business owners build stronger, more resilient financial futures is why we’re recognized as an Inc. 2025 Power Partner— two years running✨ In our latest blog, we share how our tailored strategies empower leaders to navigate complexity, seize growth opportunities, and drive long-term success — even in unpredictable markets. Read the full story here 🔗: https://lnkd.in/eP8ANGE4

WestPac U represented more than a gathering. The perspectives gained and the relationships built will move our mission forward in powerful ways 🚀 Celebrating the individuals and moments that brought this special event to life! Nash Subotic | Travis Scribner | Jeff Pawlowski | Phil Kang | Nicholas Clark

We’re proud to highlight Charbel Ghaby, MBA, RICP, CExP®, recently featured in the Daily Journal Corporation for his work helping clients build legacy plans with clarity and confidence. By partnering closely with estate planning attorneys, Charbel ensures that our clients’ financial strategies and legal structures work seamlessly together—supporting long-term goals and protecting what matters most. Learn more about his approach and WestPac’s commitment to coordinated planning ➡️ https://lnkd.in/g8VA4wR3

One Week to Go 🌴 Honolulu, here we come! In just a few days, Nash Subotic and Rod Roberto will be in the room, sharing how WestPac drives planning, client experience, and long-term growth. If you’re ready to take your practice to the next level, this session is a must-attend. Don’t miss out—secure your spot now ➡️ https://lnkd.in/eKVvUY_K

We had an incredible few days in Tampa for Guardian’s TeamWorks conference — from inspiring workshops and powerful speaker sessions to meaningful time spent together as a team! A highlight was participating in the USO charity event, supporting service members and their families. Grateful for the learning, the connection, and the impact we’re building together — and excited to bring this knowledge back to WestPac 💙

We’re honored to be featured among the 2025 Fortune Best Workplaces for Women™, a reflection of the culture we’ve built together at WestPac! From leadership to mentorship, every member of our team plays a part in creating an environment where women can thrive — both personally and professionally. Learn more about what this recognition means to us 🔗: https://lnkd.in/e2hEpfYX