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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09/08/2026

A financial advisor’s job isn’t to simply tell clients what they want to hear.

Joe DeLisi explains why a strong advisor should be willing to challenge clients when it comes to protecting their portfolio, managing risk, and making sound financial decisions.

Because if an advisor changes their advice just to keep a client happy, are they really advising or just selling? Joe calls that advisor a chameleon. Adjusting the message to match whatever the client wants to hear isn’t advice, it’s a bait and switch.

If that question makes you think about how your own firm operates, it might be worth a conversation.

Listen to the full WestPac Wealth Investments Podcast episode “”Is Your Advisor the Weak Link?”” Link in bio 🎙

09/07/2026

What happens when the career that gave your life structure suddenly ends?

Ivan Miljković knows this moment better than most. Nearly two decades as one of the best volleyball players in the world, and then it was gone.

Few athletes talk as honestly as he does about what it takes to be ready for that moment, long before it arrives.

Watch the full episode of WestPac Wisdom, link in our bio 🔗

09/04/2026

College athletics are in full swing, and with them come the pressures that accompany early recognition and success. For young athletes stepping into that spotlight, Marko Jarić offers a perspective shaped by his own experience at the highest levels of professional sport.

Talent and praise can arrive long before self-understanding does. The path to knowing who you are is rarely immediate, and the moments that feel like setbacks often prove to be the ones that matter most.

A reflection worth carrying into this season.

Full episode of WestPac Wisdom available in bio 🔗

09/03/2026

Most athletes wait until their career ends to start thinking about what's next.

Ivan Miljković didn't. Throughout this career as one of the world's top volleyball players, he stayed curious, kept learning, and prepared for what would come after the game. So when it ended, he was ready.

Today, he works in wealth management, helping athletes avoid the mistake he sees so often. Waiting until retirement to build a plan, and losing years in the process.

New episode of WestPac Wisdom is live now! Watch the full conversation, link in our bio 🔗

09/01/2026

Ivan Miljković spent nearly two decades as one of the best volleyball players in the world.

An Olympic gold medalist. A veteran of leagues in Italy, Greece, and Turkey. A career that most athletes only dream of.

Then it ended, like it does for everyone.

In a new episode of WestPac Wisdom, Ivan sits down with our CEO, Nash Subotic, to talk about what nobody tells athletes at the peak of their career, and the plan he wishes he'd built sooner.

Full episode launches Thursday! Subscribe to our YouTube channel so you don't miss it, link in our bio 🔗👀

08/31/2026

The right mentor can help you get through the things you can’t figure out on your own.

For Jason Shapiro, mentorship started at home. His father taught him the importance of work ethic and treating people the way you want to be treated. And now, he's focused on giving that same value back, becoming a better coach and helping others grow.

That mindset is a meaningful part of the culture we strive to build at our firm, where learning from others and helping those around you develop go hand in hand.

Head to the link in our bio to watch the full WestPac Wisdom episode 🔗

08/28/2026

Fear sells. It always has.

In this episode of the WestPac Wealth Investments podcast, Joe DeLisi looks back at the tariff headlines from earlier this year, the scary shipping maps, the warnings of shortages, and asks a simple question...what actually happened?

A few weeks later, the answer was nothing. No shortages. No empty shelves.

This isn't about whether any policy was right or wrong. It's about recognizing when a headline is designed to grab attention rather than inform a decision.

Listen to "Revisiting Predictions Regarding Tariffs," link in bio 🎙️

08/26/2026

Financial planning doesn't have to be complicated.

Jason Shapiro explains how The Living Balance Sheet® simplifies the way clients organize and understand their financial lives.

By keeping important financial information in one place and reviewing it quarterly, advisors and clients can track progress through a clear financial scorecard and make more informed decisions for the future.

Sometimes, the best financial strategy starts with simply making things easier to understand.

Watch the full conversation on WestPac Wisdom, link in bio 🔗

08/24/2026

Behind every high-performing client strategy is a deep bench of experience.

In this clip, Brennan Drew breaks down why comprehensive business owner planning is never a solo sport and how having an entire team behind you creates the agility needed as your business and life evolve.

Catch the full episode of WestPac Wisdom on our YouTube channel to hear Brennan’s take on applying an athletic mindset to complex enterprise and long-term planning.

Link in bio to watch the full episode 🔗

08/21/2026

Marko Jarić sending us into the weekend with a good reminder. Character isn't shown when things are easy. It's shown in how you handle the hard moments, staying grounded, staying grateful, and keeping your integrity intact until things turn around.

Go back and watch his full episode of WestPac Wisdom, link in bio 🔗

Address

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

Telephone

+16196846400

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