5280 Carroll Canyon Road, #300, San Diego, CA 92121

Home
About
Strategies
Resources
Events
Contact
Client Login
Make an Appointment

Latest Articles

Investment

Are You Ready for Your Portfolio to Make a Difference?
How Stocks Work
Estimating the Cost of College
How to Invest in LGBTQ+ Friendly Companies

Retirement

Caring for Aging Parents
Women on the Rise

Insurance

Dog Bites Neighbor. Now What?
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
Inventorying Your Possessions
Financial confidence boosters for women in midlife

Estate

Four Steps to Valuing an Estate

Tax

Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
5 smart ways to spend your tax refund

Money

Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
U.S. Personal Savings Rate

Lifestyle

Prevent a Rift: Money Tips for Newlyweds

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

Quick Links

Retirement Planning
Investment
Estate Planning
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Park Avenue Securities Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

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