Nicholas Clark
Managing Partner | WestPac Wealth Partners| Retirement, Financial Planning, Investment Management
- Role
- Managing Partner at WestPac Wealth Partners
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Nicholas Clark
Passionate about the outdoors, I am an avid adventurer who thrives on staying active. My…
Experience
Managing Partner
Oct 2025 — Present · San Diego, CA, US
Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors.Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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.
Education
California University of Pennsylvania
Business Administration and Management, General
2005 — 2007
University of Alabama
Business/Finance
2002 — 2005
Skills
- Investments
- Financial Services
- Networking
- Crossfit Level 1 Certified Coach
- Analysis
- Sales
- Securities
- Retirement
- Retirement Planning
- Management
- Financial Analysis
- Insurance
- Financial Planning
- Life Insurance
- Finance
- Customer Service
- Portfolio Management
- Wealth Management
- Leadership
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