Creating a Lasting Impression

Creating a Lasting Impression

WestPac Wealth Partners aims to protect clients

By Christina Fuoco-Karasinski

Vladimir Sasic is a mathematician at heart.

After graduating from Brigham Young University Hawaii, the Serbia native considered teaching. However, wealth—in more ways than one—got the best of him.

“I always thought I would be a teacher,” says Sasic, who played tennis for the university. “Getting into that field, I realized teaching is not something I wanted to do. I did some soul searching and exploring, and I found the actuary field. Those are the guys who calculate probability and risk.”

Getting stuck behind a computer wasn’t his forte, either. The world of financial services then entered his life.

“I didn’t think too much of it because I was so unfamiliar with it,” he says. “I didn’t realize how big of an impact it had on people’s lives.”

He is managing partner of WestPac Wealth Partners, a privately-held wealth management firm to create a lasting impression on clients’ wealth potential. WestPac designs a customized strategy and creates a life map to achieve and protect their wealth so clients and their generations to come can enjoy life.

“It drives me in life,” Sasic says. “It has a positive impact on people, starting with my family, my wife and my daughters, and my friends.”

Recently, WestPac Wealth Partners opened an office in the Scottsdale Airpark, where he has five representatives.

“We started our firm in Hawaii in 2007 and then quickly became one of the fastest-growing financial services company there,” Sasic says. “In 2012, we expanded to California. Now we’re across eight states.”

Traveling abroad

Sasic was born and raised in Serbia and grew up playing tennis, the sport that landed him in Hawaii on a scholarship at BYU-Hawaii. In 2001, Sasic earned his Bachelor of Science degree in mathematics. After graduating, he took various leadership positions, locally and on the mainland, before returning to Hawaii and joining WestPac Wealth Partners in 2009.

In his fifteen-year career, Sasic has received numerous awards and recognition for his contributions and service. Sasic now has different licenses and certifications, most notably general securities principal, chartered financial consultant, Certified Financial Planner and accredited estate planner.

Outside of WestPac, Sasic enjoys playing soccer, tennis, traveling and spending time with his daughters, Lana and Emma, and wife, Tanja.

The search is on

In his search to hire financial representatives, Sasic says he looks for “grit”—a blend of emotional intelligence, personality, self-discipline and coachability.

“When you put all that together, you get grit,” he says. “Hopefully it’s somebody who has generally had some sort of sales experience, but not necessarily in the financial services industry.”

Scottsdale was a logical choice for Sasic.

“Our No. 1 target audience is owners of small, closely-held family businesses—less than 100 employees,” he says. “I think they face a unique financial dynamic. There’s a lot of overlap, the gray area, if you will. Their biggest challenge is leveraging their personal finance for business growth and exit strategy.

“We understand the independent nature of personal and business finance.”

What sets him apart is his philosophy that it’s about the process of planning. When folks ask Sasic what he does for a living, he says “personal CFO.”

“I help them navigate this crazy, complex financial world we live in today,” he says. “Our advice doesn’t stop with the traditional product and service you may be used to from traditional financial representatives. We’re very proud of our culture. It’s definitely a culture of teamwork.”

Sasic says he frequently hires people with little or no experience but checks their work ethic.

“We ensure the culture and energy are the same and we’re essentially looking for people with the same mindset,” he says.

“My partner and I, and the other partners with have in different locations, we all have athletic backgrounds. We probably have 50 representatives who played sports on the collegiate or professional level. Financial services and planning organizations are predominately male, but probably about 25% of the company is female. That’s important to us, too.”

Info: westpacwealth.com ν