Women in Finance 2020

Nichole Mayer

  Wealth Management Advisor - WestPac Wealth Partners

With clients coast to coast, San Diego, California is home base for Nichole Mayer, RICP®, Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities.

Nicky’s passion to identify and achieve financial goals, fuels her drive to help our community understand the layers of financial planning. She has developed a team, which includes various industry professionals, to provide clients with comprehensive financial planning. Her broad-spectrum client approach includes asset protection, wealth accumulation, tax strategies, retirement income forecasting and business exit planning.

Nicky has been working with executives and owners on personal and business planning since 2014. She is known for her ability to maintain an overall perspective and provide strategic direction with each client. WestPac Wealth Partners is a privately held wealth management firm committed to provide a “hands-on” approach to financial guidance.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products & advisory services offered through PAS, member FINRA, SIPC. Financial Representative of 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 #0F54659| 2020-106177| Exp. 07/22

Nichole Mayer can be reached at (619) 684-8625 or Nichole.Mayer@WestpacWealth.com or www.linkedin.com/in/nicholemayer