Diego Lopes - WestPac Wealth Partners

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Diego Lopes - WestPac Wealth Partners

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I guide inspired families and owners of closely-held businesses in making smart financial decisions

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License # 0M56081. 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.
/COMPLIANCE:2023-1901/

11/02/2026

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. But it should also include gathering financial documents, reviewing insurance policies, and getting cash. Check out these steps that

Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience

10/30/2026

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident about your financial future

By carving out a little time now, you can enter the new year more confident about your financial path forward

10/28/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

10/26/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

10/23/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

10/21/2026

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, here’s what to know so you can move forward with clarity and confidence.

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

10/19/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

10/16/2026

Every parent wants to give their kids the best start in life. These 5 savings tips can help make a difference

10/14/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

10/12/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Address

5 Centerpointe Drive
Lake Oswego, OR
97035

Telephone

+15032074555

Website

https://www.livingbalancesheet.com/lbsVision/lite/diegolopes

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