It is a privilege and an honor to serve the San Diego community as a financial advisor. I love what I do because I have an opportunity to help people like you improve your life and take care of your families and your employees. What's important to you is most important to me.
My wife, Hanna, and I have been married for 15 years, and we have two young children. We love spending time together at the beach, swimming in the ocean, traveling, hiking, dancing and meeting with our friends.
- Proud member of the Alzheimer's Association, Pedal the Cause, San Diego Regional Chamber of Commerce, Business Network International (BNI) and La Jolla Village Merchants Association.
- Undergraduate degree in international relations and business. Graduate degree in Master of Business Administration. Over 22 years of experience in finance.
We provide Personal Strategies like financial organization, multi-generational wealth transfer, future tax strategies, estate planning, savings rate optimization, insurance optimization, wealth management, accumulation, and distribution, debt restructuring and efficiency.
For Business Owners, we work on business exit planning coordination, tax strategies (present and future), tax efficiency (retirement plan optimization), business succession planning, buy-sell agreement and pension design & administration, to name a few.
I will help you create a strategy for a successful financial future for you and your family. Feel free to contact me at (619) 354-0609 for a no obligation and 100% confidential consultation to discuss your situation and options.
Sincerely yours,
Aleksandar
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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 #0M94213. 2022-146170 Exp. 11/24
Our WestPac teams consist of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you build financial confidence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to meet your goals and objectives.
We offer both personal strategies and business owner strategies to our clients.
General Information |
| Firm Start Year: | 2007 | |
| No. of Employees: | 100-499 | |
| Insurance License#: | 0M94213 |
| Name of Broker/Dealer: | Guardian / Park Avenue Securities |
| Name of Custodial Firm: | Bank of New York Mellon |
| Number of Years with Current Firm: | 1 |
| Work Experience: |
- WestPac Wealth Partners - Financial Advisor
September 2022 - Present - Edward Jones - Financial Advisor August 2018 - August 2022 - Guild Mortgage - Senior Manager October 2016 - December 2017 - Wells Fargo - AVP / Regional Portfolio Lending Manager September 2011 - July 2016 - Wells Fargo - Various Underwriter Roles March 2003 - September 2011 - American Summit Lending - Underwriter January 2002 - March 2003 - US Bank - Loss Prevention Officer January 2001 - January 2002 |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations |
| Foreign Languages Serviced: | English, Serbian, Bosnian, Macedonian, Russian |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts |
Services |
| Investment Types: | Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Your Home, Your Office, Phone, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
Firm Information |
| Firm's Number of Clients: | 40,000 |
| Assets Managed by Firm: | $2.5 Billion |
| Advisor's Number of Clients: | 105 |
| Assets Managed by Advisor: | $45,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Flat Fee, Based on Assets |
Education |
| Master of Business Administration (MBA) | Hamline University
- Saint Paul, MN 09/2008-09/2010 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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 #0M94213. 2022-146170 Exp. 11/24 |
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Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| - In-Person - All of San Diego County, California - Via Phone or Video Conference - All 50 States of the United States of America |
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