From complimentary seminars to newsletters and up-to-date market summaries, we have the resources you need to make smart, informed decisions about your investments.
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
(888) 879-0558 x8757
jherrera@wescomfinancial.com
Representing Corona and Redlands
Financial Advisor
(888) 879-0558 x8706
nyee@wescomfinancial.com
Representing Hawthorne, Signal Hill, and Torrance
Financial Advisor
(888) 879-0558 x1211
rtraina@wescomfinancial.com
Representing West Los Angeles, Culver City, and UCLA Campus Branch
Financial Advisor
(888) 879-0558 x6863
rgarcia@wescomfinancial.com
Representing Laguna Niguel and Tustin
Financial Advisor
(888) 879-0558 x6416
gmendoza@wescomfinancial.com
Representing West Covina, Riverside, and Ontario
Financial Advisor
(888) 879-0558 x6426
prubia@wescomfinancial.com
Representing La Habra
Financial Advisor
(888) 879-0558 x6381
kvogt@wescomfinancial.com
Representing Costa Mesa and Irvine
Financial Advisor
(888) 879-0558 x6346
cleon@wescomfinancial.com
Representing Anaheim
Financial Advisor
(888) 879-0558 x8102
sholguin@wescomfinancial.com
Representing Pasadena
Financial Advisor
(888) 879-0558 x6397
jmoe@wescomfinancial.com
Representing Costa Mesa and Irvine
Financial Advisor
(888) 879-0558 x6521
tthieu@wescomfinancial.com
Representing Orange and Knotts Berry Farm
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
(888) 879-0558 x6079
dherrera@wescomfinancial.com
Representing Simi Valley and Oxnard
Financial Advisor
(424) 397-7252
kgerstenacker@wescomfinancial.com
Representing Torrance, Signal Hill, and Hawthorne
Financial Advisor
(888) 879-0558 x8756
hgarcia@wescomfinancial.com
Representing Marina Pop Up, Soledad, Salinas, and King City
Financial Advisor
(888) 879-0558 x6842
sheldon.reed@wescomfinancial.com
Representing Stevenson Ranch and Palmdale
Financial Advisor
(888) 879-0558 x8806
echung@wescomfinancial.com
Representing Sherman Oaks and Thousand Oaks
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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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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