Derek McDougall

Principal Director

4275 Executive Square, Suite 1100 
La Jolla, CA 92037

Phone:    858.251.0550
Fax:         858.251.0522

Bio: 

Derek McDougall grew up in the beach town of Santa Cruz, California. He was recruited by the University of California San Diego as a sought after high school student athlete, and he graduated from UCSD with a degree in Economics with Provost Honors.

Throughout his career, Derek has been recognized at every level with numerous awards and achievements as a premier leader. He began his career in financial services at MassMutual Financial Group, and quickly moved into a leadership position as the Financial Planning Specialist for the local San Diego agency. In that role, Derek expanded his presence and influence at the firm by conducting training classes as well as mentoring new producers

From there, Derek decided to use his background in financial planning and wealth management as well as his experience in mentoring and training Financial Advisors to transition to the role of Divisional Vice President at AXA Advisors. Quickly rising to the top of management rankings, Derek grew his team from 3 to 20 Financial Representatives in less than 3 years.

In April of 2016, Derek was recruited to become a Principal Director for one of the fastest growing financial firms in the country, WestPac Wealth Partners. WestPac’s uncommon and “New Way of Thinking” approach to financial planning was a driving force in bringing him to this company. Because of that unique and highly successful approach to financial planning, WestPac Wealth Partners, which was founded in Hawaii 8 years ago, has grown from 3 people to having 15 offices in 3 states and over 150 Financial Representatives.

In his role as a Principal Director of WestPac Wealth Partners, Derek is responsible for opening and overseeing the strategic direction of the La Jolla, California office, which includes talent acquisition and working with high net worth clients. He is a Registered Principal, and has series 7, 66, 24, and Life and Health Insurance licenses.

Derek also came to WestPac with over ten years of experience in the financial services industry working with clients. His personal practice is focused on the design and implementation of comprehensive financial planning strategies for individuals, family trusts, and corporations across several disciplines, including risk management strategies, tax-efficient investing planning, retirement income planning, and estate/wealth transfer planning. Mr. McDougall has a unique talent for taking complex financial strategies and transforming them into something easily understandable. This has propelled his success with clients throughout his career.

Derek McDougall resides in North County San Diego with his amazing and supportive fiancé Corynn and their beautiful daughter Summer.

 

FINRA’s BrokerCheck: http://brokercheck.finra.org/

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 750 B Street #2740 San Diego, CA 92101 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, 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, Inc., a DBA of WestPac Wealth Partners, LLC. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | CA Insurance License #0E94275 l 2016-28818 exp. 9/18