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Meet Our Financial Advisors

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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Sandra Holguin

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

Representing Pasadena

123 S. Marengo Ave,
Pasadena, CA 91101

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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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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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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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Helmut Garcia

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

Representing Online

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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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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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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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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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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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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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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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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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Meet Our Wealth Advisors

Yelena Kalashnikova

Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x1224
ykalashnikova@wescomfinancial.com

Representing Pasadena Administrative Offices

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Brian Gates

Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x8187
bgates@wescomfinancial.com

Representing Anaheim Operations Center

5601 E. La Palma Ave.
Anaheim, CA 92807

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Meet Our Team

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.

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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.

Our Dedication

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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