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Meet Our Financial Advisors

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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Philip Rubia

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

Representing La Habra

1330 S. Beach Blvd., Suite BLa HabraCA90631

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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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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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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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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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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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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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Tyler Thieu

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

Representing Orange and Knotts Berry Farm

3743 W. Chapman Avenue;#C;Orange, CA 92868 8039 Beach Boulevard, Bldg 6301, Buena Park, CA 90620

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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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Helmut Garcia

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

Representing Marina Pop Up, Soledad, Salinas, and King City

315 Gabilan Dr.;Soledad, CA 93960 1141 S. Main St.;Salinas, CA 93901 510 Canal St.;King City, CA 93930

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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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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

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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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Sandra Holguin

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

Representing Pasadena

123 S. Marengo Ave,PasadenaCA91101

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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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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.AnaheimCA92807

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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
September 2024

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.

Newsletter
September 2024

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.

Quarterly Market Review
April–June 2024

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.

Market Summaries
July 2024

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.

Newsletter
September 2024

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 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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