Wespac Plan Service LLC

Closed
519 17th St Ste 500
Oakland, CA 94612

WESPAC Plan Services LLC, founded in 1977 and headquartered in Orinda, California, specializes in providing retirement plan administration and recordkeeping services to small and mid-sized employers. With over 30 years of experience, the firm has expanded to include wealth management, fiduciary services, and employee benefits solutions to clients across the West Coast.

As a third-party retirement plan administrator, WESPAC ensures compliance with legal and regulatory requirements while offering personalized service and creative plan design. The firm operates alongside its partner subsidiary, Focus Financial Partners, to deliver best practices and resources, maintaining entrepreneurial independence while benefiting from collective expertise.

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