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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 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) 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 x8102
sholguin@wescomfinancial.com
Representing Pasadena
123 S. Marengo Ave,
Pasadena, CA 91101
Financial Advisor
(888) 879-0558 x6426
prubia@wescomfinancial.com
Representing La Habra
1330 S. Beach Blvd., Suite B
La Habra, CA 90631
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
1861 E. Ventura Blvd.
Oxnard, CA 93036
Financial Advisor
Certified Financial Planner (CFP®)
(888) 879-0558 x4548
pkwe@wescomfinancial.com
Representing Torrance, Hawthorne, and Signal Hill
19780 Hawthorne Blvd
Torrance, CA 90503
2871 W. 120th Street
Hawthorne, CA 90250
2600 Cherry Ave.
Signal Hill CA 90755
Financial Advisor
(888) 879-0558 x1224
ykalashnikova@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
Financial Advisor
(888) 879-0558 x1211
rtraina@wescomfinancial.com
Representing Anaheim, Ontario, and Redlands
5495 E. La Palma Avenue
Anaheim, CA 92807
4330 E. Mills Circle
Ontario, CA, 91764
9980 Alabama St. Suite F1
Redlands, CA 92374
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 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 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) 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
Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x8179
athorman@wescomfinancial.com
Representing Pasadena Administrative Offices
123 S. Marengo Ave.
Pasadena, CA 91101
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
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.
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.
Employment has recovered at a record pace since April 2020. Learn more in the current newsletter.
The value of goods and services produced in the United States is at an all-time high. Read more about it in the current newsletter.
New business are growing more than ever. Find out what this may mean for economic recovery in the current newsletter.
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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