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Meet Our Financial Advisors

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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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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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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Meet Our Wealth Advisors

Brian Gates

Wealth Advisor
Accredited Wealth Management Advisor (AWMA®)
8888790558x8187
bgates@wescomfinancial.com

Representing Anaheim Operations Center

5601 E. La Palma Ave. Anaheim CA 92807

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Meet Our Team

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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Resource Center

Stay up-to-date on the current market performance, important current events, and key data release dates..

Newsletter
February 2025

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.

Newsletter
February 2025

Inflation and your money

The article emphasizes the importance of staying informed about inflation trends and adjusting investment strategies accordingly to safeguard financial growth.

Newsletter
February 2025

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.

Newsletter
February 2025

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.

Newsletter
February 2025

Understanding extended care

This article discusses the various types of extended care services and the costs associated as you consider your retirement plans.

Our Dedication

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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