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Toll-Free: (844) WestPac
Office: (619) 684-6400
Fax: (619) 684-6410
5280 Carroll Canyon Rd
Suite 300
San Diego, CA 92121
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Our Clients
For the first time, someone actually connected the dots between my business and my personal finances instead of treating them separately.
Business Owner
San Diego, CA
Danny and Jalen made a topic I used to avoid feel manageable. I finally know what I'm working toward, not just what I'm saving.
Young Professional
Phoenix, AZ
They think about my career the way my coaches did, a short window that has to fund a much longer life.
Professional Athlete
Client of 8 years
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Let's Connect
Toll-Free: (844) WestPac
Office: (619) 684-6400
Fax: (619) 684-6410
5280 Carroll Canyon Rd
Suite 300
San Diego, CA 92121
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Important Information
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do Not Sell My Personal Information.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. This award is not issued or endorsed by Guardian or its subsidiaries.
The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2026 Guardian.
Securities Disclosure
Jalen Lee is a Registered Representative and Financial Advisor of Park Avenue SecuritiesLLC (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 WealthPartners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance productsoffered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPacWealth Partners, LLC. CA Insurance License #4511171.
Danny Recht is a Registered Representative and Financial Advisor of Park AvenueSecurities LLC (PAS). Securities products and advisory services offered through PAS,member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Companyof 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 ofWestPac Wealth Partners, LLC. CA Insurance License #0G75028.
OSJ:
5280 Carroll Canyon Rd., Suite 300, San Diego, CA 92121, 619.684.6400
Park Avenue Services CRS Form
PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners and WestPac Wealth Partners & Insurance Services, LLC are not affiliates or subsidiaries of PAS or Guardian.
California Insurance License:
WestPac Wealth Partners & Insurance Services, LLC
CA Insurance License #0I29680
9117926.1 Exp. 9/28
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