Westshore Wealth Employee Directory

Westshore Wealth corporate office is located in 4041 MacArthur Blvd Ste 160, Newport Beach, California, 92660, United States and has 1-10 employees.

Key Employees of Westshore Wealth

Westshore Wealth Global Presence

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North America1-10

Index of contact profiles from Westshore Wealth

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Westshore Wealth

Explore people who held key positions, contributed to Westshore Wealth's success, and advanced their careers.

  1. Founding Partner at WPA Family Office

    Worked as Founder, Office (Dallas) & Managing Director

    at Westshore Wealth (2017-2021)

    email Tyler Beeson Email direct Tyler Beeson Direct
  2. Manager, Client Engage... at PeopleSpace

    Worked as Director

    at Westshore Wealth (2024-2026)

    email Brian Sigler Email direct Brian Sigler Direct
  3. Risk Management Adviso... at Powers Insurance & Ris...

    Worked as Associate

    at Westshore Wealth (2018-2019)

    email Giovanni Favazza Email direct Giovanni Favazza Direct

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

Frequently Asked Questions Regarding Westshore Wealth Employees

How many employees does Westshore Wealth have?
Westshore Wealth has 1-10 employees
Who are Westshore Wealth key employees?
Some of Westshore Wealth key employees are Ryan McGuire, Lance Jamerson
Where is Westshore Wealth located?
Westshore Wealth’s headquarters are located at 4041 MacArthur Blvd Ste 160, Newport Beach, California, 92660, United States
How do I contact Westshore Wealth?
Westshore Wealth Contact Info: Phone number: (949) 825-7505 Website: www.westshorewealth.com
What does Westshore Wealth do?

Westshore Wealth is an independent registered investment advisory firm that provides customized financial solutions for individuals and families. They focus on achieving long-term financial independence, wealth transfer, and philanthropic impact through tailored strategies for each client. The firm is staffed by a team of highly credentialed profes... sionals, including Certified Financial Planners and Chartered Financial Analysts. Westshore Wealth aims to alleviate the stress of financial management by organizing clients' financial pictures, advocating for their needs, and ensuring effective execution of financial plans.Read More

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

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