WestPac Wealth Partners, LLC

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Introduction: We use an uncommon approach to personal and business planning. While most financial professionals exclusively on managing and investing your money, we also show you how protecting your wealth will lead to better results. All our clients get a complimentary website so they get organized and see the effects of all their financial decisions. I love putting people on the two parallel paths of wealth protection and wealth building. When I see clients understand how money and wealth really work, I know I've done a great job. With that understanding, they are able to make smarter decisions and achieve the results they deserve.

Overview

Hired 1 time

150 employees

18 years in business

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Reviews

5.0

2 reviews

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Kensley D.

Oct 13, 2015

Angel r.

Sep 7, 2015

Manny has provided support and leadership on my financial journey. He has been exceptional at aligning with my interests, holding himself personally accountable for my concerns, delivering meaningful solutions, and leaving a lasting impact on my family. I highly recommend Manny and the PLEX team.

FAQs

What education and/or training do you have that relates to your work?
Yes. I am constantly learning. I attend several conferences a year and read a lot of literature to make sure my clients get the best service, products and strategies from us.
What questions should customers think through before talking to professionals about their project?
I am passionate about the work I do. Other than family, health and spiritual well-being, I believe that financial health is at the core of a happy life.