Meet Daniel Herrera

Financial Advisor
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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About Daniel

Additional Qualifications

California Department of Insurance #0I1531 Chartered Retirement Planning Counselor (CRPC®)

Personal Interests

Travel, marathons, physical fitness, music, and spending time with family

Daniel is Registered through our broker-dealer, CUSO Financial Services

Series 6 — Investment Company Products/Variable Contracts; Series 7 — General Securities Representative; Series 63 — Uniform State Law; Series 66 — Uniform Combined State Law

Our Business Philosophy

As a CFS 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.

If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1-888-879-0558 ext. 5104, for assistance. Please be assured that all products and services available on this website are available at all Wescom branches.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members.
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