WestPac Wealth Partners

WestPac Wealth Partners At WestPac® Wealth Partners, we turn your financial vision into reality. Comprehensive platform. Customized strategies. Nationally recognized culture.

Your wealth, your legacy, our mission.
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06/04/2026

"The markets always do what the markets do. It's the humans that mess it up." 💡

Joe DeLisi on why emotional advisors cost clients — and what WestPac teaches instead.

New episode of WestPac Wisdom is live 🎙️ Link in bio!

From theme park adventures with the whole family to hands-on training sessions — Leaders Club at Universal Orlando had i...
06/03/2026

From theme park adventures with the whole family to hands-on training sessions — Leaders Club at Universal Orlando had it all 🎢✨ This is what qualifying looks like, and these moments are exactly why our advisors work so hard to earn it!

06/02/2026

Joe DeLisi had already survived the Dot Com crash and 9/11 — then the Great Recession hit, and he watched people lose everything again.

After 2008, he swore off investing completely.

That lasted 6 months.

He knew there had to be math behind this — not gut instinct, not emotion. So he spent 3 years studying Nobel Prize-winning research on free markets until he built a philosophy he could actually stand behind.

Nearly 30 years later, that same framework is what he teaches advisors across the country.

His take? You don't need alpha. You just need a plan rooted in what markets actually do.

Full episode drops Thursday on WestPac Wisdom 🎙️ Link in bio!

06/01/2026

The market doesn’t care about the conflict 📉

And according to Joe DeLisi on the latest WestPac Wealth Investments podcast, uncertainty has a very short half-life.

When geopolitical headlines hit, most investors see red and freeze. But the data shows that’s almost always the wrong move. Geopolitical fear is actually one of the most reliably exploitable mispricings in public markets—meaning the investors who panic consistently leave money on the table.

Want to know how to navigate the noise? The conversation goes much deeper than the headline.

Tap the link in our bio to catch the full episode! 🔗

05/29/2026

The real disruption AI brings to financial planning isn’t replacing advisors. It’s exposing which ones were never adding real value to begin with 🤯

Generating an investment recommendation is table stakes. What advanced planning actually demands is coordination — how wealth accumulates, how it’s protected, how it’s distributed, and how every decision in one area creates a ripple effect in another.

That’s not a data problem. It’s a judgment problem.

Ivan Mercer breaks down where AI fits into the modern financial conversation — and where the irreplaceable human element still lives.

Link in bio for the full WestPac Wisdom episode!

05/27/2026

What is money actually for? 💬

In this conversation, we explore the idea that money is more than accumulation — it’s a tool to create, facilitate, and enrich healthy communities.

Our internal beliefs eventually become visible through the way we live, lead, build relationships, and serve others. That’s the fruit.

A thoughtful perspective on wealth, purpose, and the impact we create beyond ourselves.

🔗 Click the link in our bio to watch the episode in the WestPac Wisdom playlist on YouTube!

05/26/2026

The hardest play an athlete ever makes? The one after their last game 🎙️

Nash sat down with Ivan Mercer on WestPac Wisdom and got real about why so many elite athletes struggle financially and mentally once their career ends — and it has nothing to do with how hard they work.

The income changes overnight.
The identity changes with it.
But the internal transition? That takes years.

Full WestPac Wisdom episode in bio 👆

A highlight from the week — members of the WestPac team at the Leaders Club Dinner in Orlando! It was an evening well sp...
05/22/2026

A highlight from the week — members of the WestPac team at the Leaders Club Dinner in Orlando! It was an evening well spent celebrating excellence, connecting with industry leaders, and honoring the dedication that drives our success 🥂

05/21/2026

"Be open to a little bit of sophistication." 💡

That's the advice Ivan Mercer has for every business owner right now.

In his conversation on WestPac Wisdom with Nash Subotic, Ivan breaks down exactly what that means and how getting organized and protecting your business can change everything.

Full episode is live now ▶️ Link in our bio!

05/19/2026

The habits that made you elite in sports? They translate directly to business.

Ivan Mercer went from the NFL to pro volleyball to successful wealth management advisor — and this Sunday he's sharing exactly how he did it.

Identity. Reinvention. Building real wealth as a business owner.

This one hits different!

Full episode drops Thursday— link in bio 🎙️

Address

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

Telephone

+16196846400

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