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Wescom Financial Services | Kevin Vogt

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

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

Kevin Vogt

Kevin Vogt

Contact Information

Kevin Vogt

Senior Financial Advisor

1-888-879-0558 x6381
1-714-920-7643

Representing Costa Mesa and Irvine

Wescom Financial Services
P.O. Box 7058
Pasadena, CA 91109

send email

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 Kevin

Education

  • UC Santa Barbara — B.A.

Previous Experience

  • Wadell and Reed Financial Services
  • California Federal Investment Services
  • Fidelity Federal Investment Services
  • Citicorp Investment Services

Additional Qualifications

  • California Insurance Agent License #0665731
  • Long Term Care Certified
  • Trust Liaison Officer

Personal Interests

  • Travel, Hiking, Music, Cycling, Water Sports

Registered through our broker-dealer, Wescom Financial Services

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

Securities State Registration

  • AZ, CA, CO, HI, ID, MT, NC, NM, NV, OH, OR, TX, WA