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Meet Our Financial Advisors

Gary Mendoza

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

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Karl Gerstenacker

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

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Kevin Vogt

Senior 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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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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Sandra Holguin

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

Representing Pasadena

123 S. Marengo Ave,
Pasadena, CA 91101

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Yelena Kalashnikova

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

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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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Ryan Traina

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

Representing Anaheim

5495 E. La Palma Ave.
Anaheim, CA 92807

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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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Pan Kwe

Senior 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

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Sheldon Reed

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

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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
1861 E. Ventura Blvd.
Oxnard, CA 93036

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Lori D. Rudow

Financial Advisor
(888) 879-0558 x6026
lrudow@wescomfinancial.com

Representing Ontario and Redlands

4330 E. Mills Circle
Ontario, CA, 91764
9980 Alabama St. Suite F1
Redlands, CA 92374

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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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Meet Our Wealth Advisors

Ashana J. Thorman

Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
(888) 879-0558 x8179
athorman@wescomfinancial.com

Representing Pasadena

123 South Marengo Ave.
Pasadena, CA 91101

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Brian Gates

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

Representing Anaheim

5601 E. La Palma Ave.
Anaheim, CA 92807

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Gary Chow

Wealth Advisor
(888) 879-0558 x6346
gchow@wescomfinancial.com

Representing Anaheim

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 WFS 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
July 2022

Employment has recovered at a record pace since April 2020. Learn more in the current newsletter.

Market Summaries
July 2022

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.

Newsletter
February 2021

New business are growing more than ever. Find out what this may mean for economic recovery in the current newsletter.

Market Summaries
2021 Review - Market Summary

Digest the Annual Market Review 2021 and learn what this year holds.

Newsletter
January 2021

The cost of homes both on the rise. Learn more in the current newsletter.

Market Summaries
May 2021

Stocks spike after reports of positive employment data, more stimulus checks, and increased vaccine distributions.

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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