This page uses JavaScript. Your browser either doesn't support JavaScript or you have it turned off. To see this page properly please use a JavaScript enabled browser or enable JavaScript . If you aren't sure how to do this, follow these instructions.

Wescom Financial Services | Brian Gates

Outdated Browser Notification

It appears you are using browser version . The following outdated browsers will no longer be allowed:

If you do not update your browser soon, after July 24, 2017 you will not be able to access

Click here to download an updated browser and maintain the best online banking experience.

Your Financial Advisor is here to support you through market volatility. Contact us today!

1-888-879-0558 ext. 5104 Make an Appointment

Brian Gates

Brian Gates

Contact Information

Brian Gates

Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)

1-888-879-0558 x8187

Representing Anaheim Operations Center

Available by Appointment

Wescom Financial Services
5601 E. La Palma Ave.
Anaheim, CA 92807

send email

Brian's Team

Jennifer Espinosa

Jennifer Espinosa

Registered Investment Associate


email Jennifer

She's here to help you!

Business Philosophy

As a Wescom Financial Services (WFS) Financial Advisor, I am dedicated to you and your individual investment needs. Whether you're an experienced investor or just beginning, I am here to listen to you and provide you with advice tailored to the specific needs of you and your family. I take pride in establishing one-on-one, long-term relationships with my clients. My goal is to completely understand your financial aspirations in order to develop the right custom plan to meet your financial needs. Your dreams, our purpose.

About Brian

Educational Background

  • Cal State Polytechnic University — B.A.

Previous Experience

  • California Federal Investments; Merrill Lynch

Additional Qualifications

  • California Insurance Agent License #0821469
  • Accredited Wealth Management Advisor (AWMA®)

Personal Interests

  • Waterskiing, Wakeboarding, Boating, and Woodworking

Registered through our broker-dealer, Wescom Financial Services

  • Series   7 — General Securities Representative
  • Series 24 — General Securities Principal
  • Series 63 — Uniform State Law
  • Series 66 — Uniform Combined State Law

Securities State Registration

  • AZ, CA, ID, IL, FL, GA, OH, VA, WA