Broker Check

La Jolla Office

4275 Executive Square Suite 800
La Jolla, CA 92037

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments*

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities


*Investments offered through Park Avenue Securities

Financial Planning

Retirement Plans

Tax Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance*


*Guardian nor any of its subsidiaries offer Long Term Care

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

clmorrison@westpacwealth.com |  (619) 684-8632