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Wescom Financial

Investor Education

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.

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Customized Financial Planning Hidden

Customized Financial Planning

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.

Customize Your Plan

Meet Our Financial Advisors

Philip Rubia

Financial Advisor
(888) 879-0558 x6426
prubia@wescomfinancial.com

Representing La Habra

1330 S. Beach Blvd., Suite B
La Habra, CA 90631

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Jeremie Moe

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

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Evan Chung

Financial Advisor
(888) 879-0558 x8806
echung@wescomfinancial.com

Representing Sherman Oaks and Thousand Oaks

5000 Van Nuys Blvd #100
Sherman Oaks, CA 91403
11-A East Hillcrest Dr.
Thousand Oaks, CA 91360

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Norman Yee

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

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Juan Herrera

Financial Advisor
(888) 879-0558 x8757
jherrera@wescomfinancial.com

Representing Corona and Redlands

3431 Grand Oaks Suite 102
Corona, CA 92881
9980 Alabama St. Suite F1
Redlands, CA 92374

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Daniel Herrera

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

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Sandra Holguin

Financial Advisor
(888) 879-0558 x8102
sholguin@wescomfinancial.com

Representing Pasadena

123 S. Marengo Ave,
Pasadena, CA 91101

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Gary Mendoza

Financial Advisor
(888) 879-0558 x6416
gmendoza@wescomfinancial.com

Representing West Covina, Riverside, and Ontario

2646 E Garvey Ave South
Suite F
West Covina, CA 91791
3790 Tyler St.
Riverside, CA 92503
4330 E. Mills Circle
Ontario, CA, 91764

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Karl Gerstenacker

Financial Advisor
(424) 397-7252
kgerstenacker@wescomfinancial.com

Representing Torrance, Signal Hill, and Hawthorne

19780 Hawthorne Blvd
Torrance, CA 90503
2600 Cherry Ave.
Signal Hill CA 90755
2871 W. 120th Street
Hawthorne, CA 90250

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Ryan Traina

Financial Advisor
(888) 879-0558 x1211
rtraina@wescomfinancial.com

Representing West Los Angeles, Culver City, and UCLA Campus Branch

11776 Santa Monica Blvd. Suite 117
Los Angeles, CA 90025
10970 Jefferson Blvd.
Culver City CA 90230
Ackerman Student Union
1st Floor 308 Westwood Plaza
Los Angeles, Ca 90095

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Chad Leon

Financial Advisor
(888) 879-0558 x6346
cleon@wescomfinancial.com

Representing Anaheim

5495 E. La Palma Avenue
Anaheim, CA 92807

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Sheldon Reed

Financial Advisor
(888) 879-0558 x6842
sheldon.reed@wescomfinancial.com

Representing Stevenson Ranch and Palmdale

39575 Trade Center Drive
Palmdale, CA 93551

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Kevin Vogt

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

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Helmut Garcia

Financial Advisor
(888) 879-0558 x8756
hgarcia@wescomfinancial.com

Representing Online

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Tyler Thieu

Financial Advisor
(888) 879-0558 x6521
tthieu@wescomfinancial.com

Representing Orange

3743 W. Chapman Avenue
#C
Orange, CA 92868

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Robert M. Garcia

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

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Retirement Solutions

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.

Find Your Solution

Investments

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.

Invest Your Way

Why Wescom Financial Services

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.

About Us

Insurance

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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Resource Center

Stay up-to-date on the current market performance, important current events, and key data release dates.

Newsletter
November 2023

Then and now. In 2003, the U.S. was emerging from the dot-com recession, and unemployment rates were peaking. Twenty years have passed, see how some things have changed.

Market Summaries
November 2023

Then and now. In 2003, the U.S. was emerging from the dot-com recession, and unemployment rates were peaking. Twenty years have passed, see how some things have changed.

Newsletter
November 2023

Saving for Retirement Health-Care Costs, RMD’s, Year-End 2023 Tax Tips, Medical Debt and Your Credit Report.

Quarterly Market Review
July–September 2023

The positive momentum of the first two quarters of the year did not carry over to the third quarter.

Newsletter
November 2023

Uneven Jobs Recovery -Change in the U.S. employment by industry.

Newsletter
March 2023

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.

Market Summaries
February 2023

February saw stocks slide lower after posting solid gains to begin the year. Read more in this month’s Market Summary.

Newsletter
December 2022

Stimulus Payments: Spending, Savings, or Both? Learn more in the current newsletter.

Newsletter
November 2022

How Are 401(k) Plan Participants Investing Their Money? Learn more in the current newsletter.

Market Summaries
October 2022

October saw stocks close higher, the first monthly gain since July. Read more in the current newsletter.

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