KBG Luncheon - Featuring WestPac Wealth Partners

46-056 Kamehameha Highway,Kaneohe HI 96744

27 July, 2022

Description

Network with KBG members & guests and enjoy a Big City Diner buffet lunch spread featuring:Menu TBD*Vegetarian meal available upon request. Please indicate during registration. About WestPac Wealth Partners WestPac Wealth Partners is an award winning wealth management firm, as recognized by INC. Magazine, Fortune, and Hawaii Business Magazine. Originally founded in Hawaii, the company has grown to 12 locations spanning across California, Oregon, Nevada, Arizona and Wyoming. WestPac's mission is to design and implement financial strategies that are process-focused and based on sound financial principles by educating clients to make smart decisions in the accumulation, protection, and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to the community. Guest Speaker: Taylor Wong, Financial Advisor Owning a business requires great passion, great execution, but most importantly, great planning. This is something that Taylor Wong knows well, not only because he has owned several businesses, but because his primary passion is seeing The Big Picture. He understands the day-to-day challenges of owning a business in Hawaii and he uses that knowledge to work with individuals and business owners to help create financial strategies for their success. In 2011, Taylor joined WestPac Wealth Partners (formerly Wealth Strategy Partners) and was determined to help and guide his clients on the right financial path for them. His goal for clients is to help create a sense of financial well-being and to help alleviate the stresses of financial hardship. It was this goal that motivated him to become the youngest individual in the state of Hawaii to be designated as a Certified Exit Planner by the Business Enterprise Institute, INC. He is also currently Series 7, 66, and Life & Health licensed in Hawaii, California, Nevada, and Washington. Besides continually absorbing as much knowledge as possible for himself and his clients, Taylor enjoys spending time with his beautiful wife Christina and two children, Kenzie and Kaleb.