WESPAC Plan Services Employee Directory

WESPAC Plan Services corporate office is located in 4 Orinda Way Ste 100B, Orinda, California, 94563, United States and has 11-50 employees.

Employees by Department

Departments

Number of employees

Finance

4

Human Resources

4

C-Suite

1

Marketing

1

Sales

1

Operations

1

Key Employees of WESPAC Plan Services

  • RS
    United States flag for contact location.
    Renee Szu

    President

    PhonePhoneEmailEmail
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  • PhonePhoneEmailEmail
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WESPAC Plan Services Global Presence

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North America11-50

Index of contact profiles from WESPAC Plan Services

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at WESPAC Plan Services

Explore people who held key positions, contributed to WESPAC Plan Services's success, and advanced their careers.

  1. Senior Consultant at Prime Pensions

    Worked as Plan Administrator

    at WESPAC Plan Services (2020-2024)

    email Stacey Statham Email direct Stacey Statham Direct

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People from Similar Companies in the Finance Industry Located in California, United States

Frequently Asked Questions Regarding WESPAC Plan Services Employees

How many employees does WESPAC Plan Services have?
WESPAC Plan Services has 11-50 employees
Who are WESPAC Plan Services key employees?
Some of WESPAC Plan Services key employees are Renee Szu
Where is WESPAC Plan Services located?
WESPAC Plan Services’s headquarters are located at 4 Orinda Way Ste 100B, Orinda, California, 94563, United States
How do I contact WESPAC Plan Services?
WESPAC Plan Services Contact Info: Phone number: (800) 535-4253 Website: www.wespac.net
What does WESPAC Plan Services do?

WESPAC Plan Services, founded in 1977 and headquartered in Orinda, California, specializes in retirement plan administration, wealth management, and employee benefits for small to mid-sized businesses. The firm offers a range of services including retirement plan design, fiduciary services, and insurance solutions, catering to clients across the We... st Coast. With over 30 years of experience, WESPAC provides personalized service and creative plan design that larger providers often cannot match. As a partner subsidiary of Focus Financial Partners, WESPAC benefits from shared resources while maintaining its entrepreneurial independence.Read More

Is WESPAC Plan Services a public company?
WESPAC Plan Services is private company therefore does not currently have an official ticker symbol
See more information about WESPAC Plan Services Employees

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