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Full Profile

Meet 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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About Helmut

Education

Bachelor’s of Science in Business Administration – Computer Information Systems - California State Polytechnic University, Pomona

Additional Qualifications

California Insurance Agent License #0I92206

Previous Experience

12 Years of industry experience, Merrill Lynch, City National, Private Family Office in Newport Beach

Personal Interests

Traveling, Camping, Snowboarding, Baseball, and Cooking

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

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.
Check the background of this firm with FINRA Broker Check.