WestPac® Wealth Partners (San Diego) - San Diego, California

Anthony G.

Everything stems from the top, and we are so fortunate and lucky to have Nash. There is a tremendous culture of camaraderie, care, and integration). This is all accomplished while focusing and promoting diversity in all aspects creating opportunities all around us, for all.

Predrag S. J.

An amazing place with amazing people. The culture and the way they deal with clients is unparalleled in the industry. Positive Impact Life company.

Harold T.

Our team loves the dynamic pace, the open and supportive management/leadership style of the firm, and the flexibility. You can be as successful as you want - the tools are there, the support are there, you just need to work hard and take advantage of the resources.

Kenny A.

At Westpac Wealth Partners, we believe in empowering our clients through a unique culture and unmatched opportunities to achieve their financial dreams and desired lifestyle.

Aimee D.

Nichole is highly skilled in her work. She has successfully built a team of top-notch professionals in the industry to offer clients complete financial planning services without any pressure. Nichole's extensive approach towards clients includes managing assets, building wealth, offering tax strategies, and forecasting for post-retirement income. I have personally referred many of my family and friends to Nichole / WestPac®, and I will undoubtedly continue to do so.

Terry R.

WestPac Wealth Partners is an extremely comprehensive financial planning firm. As a client for the past eight years, they have handled all aspects of my business and family finances –including tax planning, risk management, investments and insurance. As a firm, West Pac Wealth Partners is cutting edge. They take a holistic approach and are very ethical and transparent in their disclosures and explanations. They act as my de facto Chief Financial Officer and work on my behalf with CPAs, lawyers and other advisors and have provided innovative ways to protect and grow my assets. We meet several times a year to review my personal and business finances and I can count on them to take actions consistent with our strategy. I strongly recommend WestPac Wealth Partners to any business owner.

Kim G.

If you are looking for a great investment firm, look no further. They are exceptional at communication and guide you in the right direction when it comes to your financial planning. I had no idea what I was doing and Danny Recht and the team at WestPac Wealth Partners made me feel secure in the process. I am exceptionally pleased and know that I am in good hands.

L R.

Update!! These guys are making their employees write positive reviews to falsely elevate their very poor ratings due to their bait and switch tactics and just straight dishonest practices about what they actually do!!! Don’t be scammed by them or their false positive reviews that they made their employees right! How desperate do you have to be to boost your ratings!!

To say I was disgusted with this company would be an understatement. First off, I was completely misled and lied to. This “financial advisor” is simply an insurance agent who is trying to talk you into policies you don’t need to make a commission. I was given ZERO financial advise and wasted hours of my time. I thought I was attending a “meeting” where I would learn about the financial advice they offered and instead I was asked all about my financial information and asked for all of my account information. Then I was told, in the NEXT meeting, we would discuss financials. This next meeting was simply a SALES pitch for insurance. Alec tried to convince us that our 3 million of life insurance wasn’t enough and with another policy that I’m sure included a really nice commission for him, our lives would be really “secured”. Cue sleazy used car salesman vibes here. I lost several hours of my extremely busy life to take a life insurance sales pitch (which I DIDNT NEED!!) Be honest about what you do. Nobody wants to hire someone who is dishonest from the front.