Dan Perez

Broker Agent at Westpac Wealth Partners Wealth Strategy Partners

Dan Perez's Professional Contact Details

Email (Verified)

****@thewp2.com

Get Email Address

(619) 684-6400

Location

San Francisco, California, US

Company

Westpac Wealth Partners Wealth Strategy Partners

Person Seniority

entry

Dan Perez's Current Company Details

Westpac Wealth Partners Wealth Strategy Partners

San Diego, California, US • 102 Employees

finance

At WestPac Wealth Partners we take pride of delivering cutting edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future. The focus of WestPac Wealth Partners centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients' goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions. ----- WestPac Wealth Partners, LLC is an Agency of The Guardian Life Insurance Company of AmericaÂ® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 750 B Street, Suite 2740 San Diego, CA 92101, ph# 619.684.6400. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2016-28970 Exp 9/18

Founded Year

1860

Organization Website

thewp2.com

Organization Languages

English, English

Organization Revenue

25000

Current Technologies

office 365

php 5 3

drupal