WESPAC Advisors SoCal, LLC Email Format

Financial ServicesCalifornia, United States2-10 Employees

WESPAC Advisors SoCal, LLC is a financial services firm based in Pasadena, California. It provides investment advisory and wealth management services to high net worth individuals, families, institutional investors, and businesses, aiming to develop tailored financial solutions. The firm also manages accounts for 401(k) plans, pension and profit-sharing plans, and charitable organizations.

The firm can access a range of custodians, brings fixed income and equity expertise, and offers multiple portfolio management options with brokerage services. It works with strategic partners to establish retirement plans and group employee benefits for individuals and corporations. Securities are offered through Leaders Group, Inc., while investment advisory services are provided by WESPAC Advisors SoCal, LLC, a registered investment adviser not affiliated with Leaders Group; third-party posts do not reflect Leaders Group's views.

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