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). Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. WestPac Wealth Partners, LLC is an agency of The Guardian Life Insurance Company of America® (Guardian). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Weatlh Partners, LLC is not an affiliate or subsidiarie of PAS or Guardian. WestPac Wealth Partners, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

CA license number 0D34103

AR license umber 307935

Important Disclosures 2018-59429 Exp 5/20.

 

 

 

 

 

What you should know

In the age of fast information and social media, it only makes sense that you would want to google my name before you take the time to come meet with me.  I’ll save you a few minutes and I’ll get right to what I feel are the most important reasons you should work with me.  These are the things I would want to know if I were in your shoes.

 

#1.  I have almost twenty years in this business, but, at only 41 years old, I’m going to be working, even after you retire.  Which means I’ll be the one by your side when you step off into the great unknown when the paychecks stop.

 

#2.  You won’t be handed off to anyone else.  I’m your financial advisor.  If we chose to work together you’ll be getting me.

 

#3.  You can expect a 100% authentic and transparent relationship.  What this means specifically is you will see my own personal balance sheet.  In my opinion, anyone you consider a financial advisor should be so open.

 

And that’s it!  Of course there are many details to who I am and how I do it, but I wanted to give you a sense of who I am and what I do and what you can expect from me.  I can’t express deeply enough my gratitude for your attention and I really hope we get to meet each other very soon.