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Customized Financial Planning Hidden
Customized Financial Planning
Since 1934, Wescom Credit Union has been dedicated to helping members throughout Southern California build better lives. Now with 30 branches, plus robust online and mobile banking, we provide essential banking solutions to more than 200,000 members.
As a non-profit financial cooperative, our members are our owners. This means that as a Wescom member-owner, you get benefits such as lower loan rates, higher savings yields, reduced fees, and a strong network of branches and ATMs.
Customize Your Plan
Meet Our Financial Advisors

Ryan Traina
Financial Advisor
8888790558x1211
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
8888790558x6381
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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Tyler Thieu
Financial Advisor
8888790558x6521
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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Helmut Garcia
Financial Advisor
18888790558x8756
hgarcia@wescomfinancial.com
Representing Soledad, Salinas, King City, and Marina
315 Gabilan Dr.
Soledad, CA 93960
1141 S. Main St.
Salinas, CA 93901
510 Canal St.
Suite S
King City, CA 93930
130 General Stilwell Drive, Suite 100, Marina, CA 93933
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Gary Mendoza
Financial Advisor
8888790558x6416
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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Daniel Herrera
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
8888790558x6079
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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Robert M. Garcia
Financial Advisor
8888790558x6863
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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Karl Gerstenacker
Financial Advisor
4243977252
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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Sheldon Reed
Financial Advisor
8888790558x6842
sheldon.reed@wescomfinancial.com
Representing Santa Clarita and Palmdale
24165 Magic Mountain Pkwy, Santa Clarita CA 91355
39575 Trade Center Drive
Palmdale, CA 93551
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Sandra Holguin
Financial Advisor
8888790558x8102
sholguin@wescomfinancial.com
Representing Pasadena
123 S. Marengo Ave,PasadenaCA91101
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Evan Chung
Financial Advisor
888879-0558x8806
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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Norman Yee
Financial Advisor
8888790558x8706
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 M. Herrera
Financial Advisor
8888790558x8757
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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Philip Rubia
Financial Advisor
8888790558x6426
prubia@wescomfinancial.com
Representing La Habra
1330 S. Beach Blvd., Suite BLa HabraCA90631
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Chad Leon
Financial Advisor
8888790558 x6346
cleon@wescomfinancial.com
Representing Anaheim
5495 E. La Palma Avenue
Anaheim, CA 92807
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Jeremie Moe
Financial Advisor
8888790558x6397
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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Retirement Solutions
If your goal is to retire comfortably, we’re here to help you do just that. Our Financial Advisors have been helping members exceed their retirement goals for many decades. Allow us to give you the knowledge and resources you need to make well-informed decisions about your retirement.
Find Your Solution

Investments
We’re here to help you plan for both the present and the future. Let us guide you through your investment options so you can make your money work harder, allowing you to focus on the things that matter the most to you.
Invest Your Way
Why Wescom Wealth Management
As a division of Wescom Credit Union, Wescom Wealth Management offers full-service investment options through our broker dealer CUSO Financial Services (CFS) to help Wescom members meet their financial and investment goals. Staying true to the Credit Union's core values we are committed to delivering the highest standards of service and personalized attention that you have come to expect as a Wescom member.
About Us
Insurance
We can help you decide on the life insurance coverage you need to help ensure your loved ones are covered. From how much you should purchase, naming and updating your beneficiaries, and reviewing your life insurance policies and options, we’ll help you make sound decisions to protect you and your family
Learn More

Protect What Matters Most
Discover TruStage Accidental Death and Dismemberment (AD&D) Insurance
Life is unpredictable, and while we often take precautions to stay safe, accidents can still happen. That's why it’s essential to consider the protection offered by TruStage Accidental Death and Dismemberment (AD&D) insurance, which pays a cash benefit directly to a beneficiary if the insured suffers a fatal accident or experiences a serious injury. TruStage AD&D insurance comes with the following features:
- Covers a range of unfortunate events, including death in a covered accident, loss of eyesight, hearing, or speech, hand, foot, eye, thumb, or index finger
- Your acceptance is guaranteed—with no health questions or medical exam required
- No-cost coverage may be available
- Additional coverage options: Expand your policy to include family members, ensuring everyone is protected
AD&D insurance differs significantly from traditional life insurance. While life insurance covers death from any cause, AD&D is specifically designed to cover accidental.
Explore your options today and take the vital step towards safeguarding your family's financial future.
TruStage® Accidental Death & Dismemberment Insurance is made available through TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union. Product and features may vary and not be available in all states.
Learn More