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Since 1934, Wescom Credit Union has been dedicated to helping members throughout Southern California build better lives. Now with 24 branches, plus robust online and mobile banking, we provide essential banking solutions to more than 200,000 members.
As a non-profit financial cooperative, our members are our owners. This means that as a Wescom member-owner, you get benefits such as lower loan rates, higher savings yields, reduced fees, and a strong network of branches and ATMs.
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
(888) 879-0558 x6079
dherrera@wescomfinancial.com
Representing Simi Valley and Oxnard
2691 Tapo Canyon Road
Suite E
Simi Valley, CA 93063
1660 E Gonzales Rd.
Oxnard, CA 93036
Financial Advisor
(888) 879-0558 x6863
rgarcia@wescomfinancial.com
Representing Laguna Niguel and Tustin
28121 Crown Valley Pkwy
Suite K
Laguna Niguel, CA 92677
2979 El Camino Real
Tustin, CA 92782
Financial Advisor
(888) 879-0558 x6397
jmoe@wescomfinancial.com
Representing Costa Mesa and Irvine
2701 Harbor Blvd.
Suite E-2
Costa Mesa CA 92626
15378 Alton Parkway
Irvine, CA 92618
Financial Advisor
(888) 879-0558 x6381
kvogt@wescomfinancial.com
Representing Costa Mesa and Irvine
2701 Harbor Blvd.
Suite E-2
Costa Mesa CA 92626
15378 Alton Parkway
Irvine, CA 92618
Financial Advisor
(888) 879-0558 x6426
prubia@wescomfinancial.com
Representing La Habra
1330 S. Beach Blvd., Suite B
La Habra, CA 90631
Financial Advisor
(888) 879-0558 x8706
nyee@wescomfinancial.com
Representing Hawthorne, Signal Hill, and Torrance
2871 W. 120th Street
Hawthorne, CA 90250
2600 Cherry Ave.
Signal Hill CA 90755
19780 Hawthorne Blvd
Torrance, CA 90503
Financial Advisor
(888) 879-0558 x6521
tthieu@wescomfinancial.com
Representing Orange
3743 W. Chapman Avenue
#C
Orange, CA 92868
Financial Advisor
(888) 879-0558 x6416
gmendoza@wescomfinancial.com
Representing West Covina, Riverside, and Corona
2646 E Garvey Ave South
Suite F
West Covina, CA 91791
3790 Tyler St.
Riverside, CA 92503
3431 Grand Oaks Suite 102
Corona, CA 92881
Financial Advisor
(888) 870-5581 x239
kgerstenacker@wescomfinancial.com
Representing Culver City and UCLA Campus Branch
10970 Jefferson Blvd.
Culver City CA 90230
Ackerman Student Union
1st Floor 308 Westwood Plaza
Los Angeles, Ca 90095
Financial Advisor
(888) 879-0558 x6842
sheldon.reed@wescomfinancial.com
Representing Stevenson Ranch and Palmdale
24939 Pico Canyon Rd.
Suite D
Stevenson Ranch, CA 91381
39575 Trade Center Drive
Palmdale, CA 93551
Financial Advisor
(888) 879-0558 x6346
cleon@wescomfinancial.com
Representing Anaheim
5495 E. La Palma Avenue
Anaheim, CA 92807
Financial Advisor
(888) 879-0558 x8102
sholguin@wescomfinancial.com
Representing Pasadena
123 S. Marengo Ave,
Pasadena, CA 91101
If your goal is to retire comfortably, we’re here to help you do just that. Our Financial Advisors have been helping members exceed their retirement goals for many decades. Allow us to give you the knowledge and resources you need to make well-informed decisions about your retirement.
We’re here to help you plan for both the present and the future. Let us guide you through your investment options so you can make your money work harder, allowing you to focus on the things that matter the most to you.
As a division of Wescom Credit Union, Wescom Financial Services (WFS) offers full-service investment options through our broker dealer CUSO Financial Services (CFS) to help Wescom members meet their financial and investment goals. Staying true to the Credit Union’s core values we are committed to delivering the highest standards of service and personalized attention that you have come to expect as a Wescom member.
We can help you decide on the life insurance coverage you need to help ensure your loved ones are covered. From how much you should purchase, naming and updating your beneficiaries, and reviewing your life insurance policies and options, we’ll help you make sound decisions to protect you and your family
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For your convenience, Wescom provides links to some services provided on websites not operated by the Credit Union.
Please be aware that privacy and security policies may differ from those of Wescom, and that the Credit Union is not responsible for content on third-party websites or for any transactions that may occur on those sites.
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Stay up-to-date on the current market performance, important current events, and key data release dates.
The IRS processed more than 164 million individual income tax returns for tax year 2020 (most recent full-year data). Where does your income fit? Learn more in the current newsletter.
February saw stocks slide lower after posting solid gains to begin the year. Read more in this month’s Market Summary.
Stimulus Payments: Spending, Savings, or Both? Learn more in the current newsletter.
How Are 401(k) Plan Participants Investing Their Money? Learn more in the current newsletter.
October saw stocks close higher, the first monthly gain since July. Read more in the current newsletter.
