Updates and Key Resources to Support Your Investment Account Transition to LPL Financial
Updates and Key Resources to Support Your Investment Account Transition to LPL Financial
As of May 16, 2025, Wescom Financial Wealth Management has transitioned our broker-dealer and clearing firm to LPL Financial (LLC). This new partnership is a deliberate move to bolster our capabilities and ensure we continue to meet your needs with even greater financial solutions, resources and tools, while maintaining the personalized service you have come to trust.
Investor Education
From complimentary seminars to newsletters and up-to-date market summaries, we have the resources you need to make smart, informed decisions about your investments.
Customized Financial Planning Hidden
Customized Financial Planning
Since 1934, Wescom Financial has been dedicated to helping members throughout 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 Financial member-owner, you get benefits such as lower loan rates, higher savings yields, reduced fees, and a strong network of branches and ATMs.
Meet Our Financial Advisors
Tyler Thieu
Financial Advisor
1-888-879-0558 x6521
tthieu@wescom.org
Representing Orange and Knotts Berry Farm
Norman Yee
Financial Advisor
1-888-879-0558 x8706
nyee@wescom.org
Representing Hawthorne, Signal Hill, and Torrance
Evan Chung
Financial Advisor
1-888-879-0558 x8806
echung@wescom.org
Representing Pasadena
Helmut Garcia
Financial Advisor
1-888-879-0558 x8756
hgarcia@wescom.org
Representing Soledad, Salinas, King City, and Marina
Ryan Traina
Financial Advisor
1-888-879-0558 x1211
rtraina@wescom.org
Representing West Los Angeles, Culver City, UCLA Campus Branch, and Sherman Oaks
Kevin Vogt
Financial Advisor
1-888-879-0558 x6381
kvogt@wescom.org
Representing Costa Mesa and Irvine
Daniel Herrera
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
1-888-879-0558 x6079
dherrera@wescom.org
Representing Simi Valley, Oxnard, and Thousand Oaks
Sheldon Reed
Financial Advisor
1-888-879-0558 x6842
sheldon.reed@wescom.org
Representing Santa Clarita and Palmdale
Chad Leon
Financial Advisor
1-888-879-0558 x6346
cleon@wescom.org
Representing Anaheim, West Covina, Riverside, and Ontario
Philip Rubia
Financial Advisor
1-888-879-0558 x6426
prubia@wescom.org
Representing La Habra
Jeremie Moe
Financial Advisor
1-888-879-0558 x6397
jmoe@wescom.org
Representing Costa Mesa and Irvine
Sandra Holguin
Wealth Advisor
1-888-879-0558 x8102
sholguin@wescom.org
Representing Pasadena Administrative Offices and Branch 99 Remote
Karl Gerstenacker
Financial Advisor
1-424-397-7252
kgerstenacker@wescom.org
Representing Torrance, Signal Hill, and Hawthorne
Peter Arellano Jr.
Financial Advisor
1-888-879-0558
parellanojr@wescom.org
Representing Riverside, Ontario, West Covina, Corona, and Redlands
Robert M. Garcia
Financial Advisor
1-888-879-0558 x6863
rgarcia@wescom.org
Representing Laguna Niguel and Tustin
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.
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.
Why Wescom Financial Wealth Management
As a division of Wescom Financial, Wealth Management offers full-service investment options through our broker dealer LPL Financial to help Wescom members meet their financial and investment goals. Staying true to the Wescom Finacial'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.
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
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.
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