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(888) 879-0558 x8756
hgarcia@wescomfinancial.com
Representing Marina Pop Up, Soledad, Salinas, and King City
Financial Advisor
(888) 879-0558 x1211
rtraina@wescomfinancial.com
Representing West Los Angeles, Culver City, and UCLA Campus Branch
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
(888) 879-0558 x6079
dherrera@wescomfinancial.com
Representing Simi Valley and Oxnard
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(888) 879-0558 x8102
sholguin@wescomfinancial.com
Representing Pasadena
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(888) 879-0558 x6381
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Representing Costa Mesa and Irvine
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(888) 879-0558 x6416
gmendoza@wescomfinancial.com
Representing West Covina, Riverside, and Ontario
Financial Advisor
(888) 879-0558 x6863
rgarcia@wescomfinancial.com
Representing Laguna Niguel and Tustin
Financial Advisor
(888) 879-0558 x8706
nyee@wescomfinancial.com
Representing Hawthorne, Signal Hill, and Torrance
Financial Advisor
(888) 879-0558 x6521
tthieu@wescomfinancial.com
Representing Orange and Knotts Berry Farm
Financial Advisor
(888) 879-0558 x6397
jmoe@wescomfinancial.com
Representing Costa Mesa and Irvine
Financial Advisor
(888) 879-0558 x6842
sheldon.reed@wescomfinancial.com
Representing Stevenson Ranch and Palmdale
Financial Advisor
(888) 879-0558 x6426
prubia@wescomfinancial.com
Representing La Habra
Financial Advisor
(424) 397-7252
kgerstenacker@wescomfinancial.com
Representing Torrance, Signal Hill, and Hawthorne
Financial Advisor
(888) 879-0558 x6346
cleon@wescomfinancial.com
Representing Anaheim
Financial Advisor
(888) 879-0558 x8806
echung@wescomfinancial.com
Representing Sherman Oaks and Thousand Oaks
Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x8187
bgates@wescomfinancial.com
Representing Anaheim Operations Center
Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x1224
ykalashnikova@wescomfinancial.com
Representing Pasadena Administrative Offices
Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x8187
bgates@wescomfinancial.com
Representing Anaheim Operations Center
Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x1224
ykalashnikova@wescomfinancial.com
Representing Pasadena Administrative Offices
Whether you’re a veteran investor or an absolute beginner, our expert team of CFS Investment Representatives can give you valuable advice about stocks, bonds, mutual funds, annuities, insurance products, and more.
Stay up-to-date on the current market performance, important current events, and key data release dates..
Do You Know If Your Retirement Is at Risk?
There’s a large gap in retirement readiness perception, with lower-income households often overly worried and higher-income households typically not worried enough.
Have Financial Regrets?
Approximately 75% of U.S. adults have financial regret, with the primary regrets being insufficient early retirement savings, excessive credit card debt, and inadequate savings for emergencies. Notably, the significance of these regrets varied by generation, with the concern over not starting retirement savings early enough being more prevalent among those nearing retirement age.
Wall Street experienced a mixed performance in the second quarter of 2024, starting slowly, gaining momentum in May, and displaying volatility in June, as investors closely monitored economic indicators and inflation trends to forecast the Federal Reserve's interest rate decisions.
In July, stocks ended mostly higher except for tech shares, including AI stocks, which saw a decline, leading the Nasdaq to its worst July performance since 2014. Conversely, the Russell 2000 and the Dow experienced their best month since December 2023 and the year, respectively. Market sectors mostly advanced, with real estate, financials, and utilities leading the gains, while communication.
When do people start collecting social security?
Choosing when to start receiving Social Security retirement benefits is a personal decision with no definitive "right" age. It depends on individual circumstances, such as desired retirement age and income needs.
Our team of financial professionals are dedicated to you and your individual investment needs. We take pride in establishing one-on-one, long-term relationships with our clients so we can truly understand your specific financial goals in order to develop the right investment plan specific to your unique financial needs.
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