Financial Advisor
8888790558x6521
tthieu@wescomfinancial.com
Representing Orange and Knotts Berry Farm
Financial Advisor
8888790558x6381
kvogt@wescomfinancial.com
Representing Costa Mesa and Irvine
Financial Advisor
8888790558x1211
rtraina@wescomfinancial.com
Representing West Los Angeles, Culver City, and UCLA Campus Branch
Financial Advisor
18888790558x8756
hgarcia@wescomfinancial.com
Representing Soledad, Salinas, King City, and Marina
Financial Advisor
8888790558x6416
gmendoza@wescomfinancial.com
Representing West Covina, Riverside, and Ontario
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
8888790558x6079
dherrera@wescomfinancial.com
Representing Simi Valley and Oxnard
Financial Advisor
8888790558x6863
rgarcia@wescomfinancial.com
Representing Laguna Niguel and Tustin
Financial Advisor
4243977252
kgerstenacker@wescomfinancial.com
Representing Torrance, Signal Hill, and Hawthorne
Financial Advisor
8888790558x6842
sheldon.reed@wescomfinancial.com
Representing Santa Clarita and Palmdale
Financial Advisor
8888790558x8102
sholguin@wescomfinancial.com
Representing Pasadena
Financial Advisor
888879-0558x8806
echung@wescomfinancial.com
Representing Sherman Oaks and Thousand Oaks
Financial Advisor
8888790558x8706
nyee@wescomfinancial.com
Representing Hawthorne, Signal Hill, and Torrance
Financial Advisor
8888790558x8757
jherrera@wescomfinancial.com
Representing Corona and Redlands
Financial Advisor
8888790558x6426
prubia@wescomfinancial.com
Representing La Habra
Financial Advisor
8888790558 x6346
cleon@wescomfinancial.com
Representing Anaheim
Financial Advisor
8888790558x6397
jmoe@wescomfinancial.com
Representing Costa Mesa and Irvine
Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
8888790558x8187
bgates@wescomfinancial.com
Representing Anaheim Operations Center
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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Choices for your 401k at a former employer
The article discusses four primary options for handling a 401(k) plan after leaving a job. Each option has its benefits and drawbacks, and the article emphasizes the importance of considering factors like investment choices, fees, and individual financial goals before making a decision.
Medicare advantage 101
Medicare Advantage is a type of health insurance plan offered by private companies that provides an alternative to traditional Medicare. In this article, learn more about these plans, which often include additional benefits, such as vision, dental, and wellness services, while also bundling coverage for hospital and outpatient care.
Social security
Social Security can be complicated – and this article helps you understand the choices you may have for financial support during retirement. Funded through payroll taxes, Social Security aims to ensure a basic level of income for beneficiaries, helping to reduce poverty and stabilize the economy.
Understanding extended care
This article discusses the various types of extended care services and the costs associated as you consider your retirement plans.
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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