About Us
About Us
Our Team
Danny Recht is a Wealth Management Advisor who helps business owners, families, and professionals navigate complex financial decisions through a coordinated planning approach. Born and raised in San Diego, Danny began his career as an intern with Smith Barney while attending the University of Arizona, where he developed an early interest in helping people better understand their financial options.
Over the course of his career, Danny has built his practice around strong relationships, client education, and long-term planning. He works with clients to bring greater organization and clarity to their financial lives, drawing on WestPac Wealth Partners’ network of professionals to deliver comprehensive financial and legacy planning solutions.
Danny is also active in the San Diego community and has served as one of the Jewish Community Foundation’s Trusted Charitable Advisors. Outside of work, he enjoys spending time with family and friends and following the San Diego Padres and Arizona Wildcats.
Danny Recht, CEPA®
Wealth Management Advisor
Jalen Lee
FINANCIAL ADVISOR
Jalen Lee is a Financial Advisor with WestPac Wealth Partners who works alongside his team to help individuals, families, and business owners align their financial decisions with long-term goals through a comprehensive and coordinated planning approach.
He helps clients bring structure to increasingly complex financial decisions by protecting the foundation, aligning financial strategies, managing cash flow, and identifying opportunities to improve tax efficiency and long-term planning outcomes.
Jalen works closely with his team, as well as clients' CPAs and other trusted professionals, to help deliver a coordinated planning approach in which each piece of the financial plan is implemented as part of a cohesive, long-term strategy.
He is a Registered Representative and Investment Advisor Representative with Park Avenue Securities and holds California and Arizona Life and Health Insurance licenses.
About WestPac Wealth Partners
About Us
WestPac Wealth Partners is a privately held wealth management firm founded with the goal of assisting clients in every aspect of their financial lives. The firm's mission is to design and implement financial strategies that are process-focused and based on sound financial principles, helping clients make informed decisions while reflecting their values, love of family, and commitment to the community. WestPac's teams take a hands-on approach to financial guidance and are committed to helping clients build financial confidence through disciplined, long-term planning.
Client Returns Speak for Themselves
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