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Investment

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Retirement

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Insurance

  • Teen Drinking and Your Liability
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  • Financial wellness for everyone: Term life insurance
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  • Couples: How to choose between 2 insurance plans
  • Financial confidence boosters for women in midlife

Estate

  • Four Steps to Valuing an Estate

Tax

  • Filing Final Tax Returns for the Deceased
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Money

  • Finding calm during volatile markets
  • Financial empowerment tips for women
  • Unexpected costs to plan for when you're adopting

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • How Boomers and Millennials Differ
 

Contact

Office: (619) 684-8632

Mobile: (619) 795-1998

Fax: (619) 684-6410

5280 Carroll Canyon Road

#300

San Diego, CA 92121

clmorrison@westpacwealth.com

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. | Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 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. | CA Insurance License #0D45706 | 8920729.1 Exp. 05/28 | Important Disclosures | Privacy Policy | Terms and Conditions