Joe DeLisi, CFP®, ChFC®, CExP®

Financial Planner

A full service boutique financial planning firm

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    This material is intended for general public use.  By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity.  Please contact one of our financial professionals for guidance and information specific to your individual situation.

     

    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.  WestPac Wealth Partners, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

     

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