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Meet Our Financial Advisors
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
Sheldon Reed
Financial Advisor
1-888-879-0558 x6842
sheldon.reed@wescom.org
Representing Santa Clarita and Palmdale
Kevin Vogt
Financial Advisor
1-888-879-0558 x6381
kvogt@wescom.org
Representing Costa Mesa and Irvine
Norman Yee
Financial Advisor
1-888-879-0558 x8706
nyee@wescom.org
Representing Hawthorne, Signal Hill, and Torrance
Helmut Garcia
Financial Advisor
1-888-879-0558 x8756
hgarcia@wescom.org
Representing Soledad, Salinas, King City, and Marina
Karl Gerstenacker
Financial Advisor
1-424-397-7252
kgerstenacker@wescom.org
Representing Torrance, Signal Hill, and Hawthorne
Tyler Thieu
Financial Advisor
1-888-879-0558 x6521
tthieu@wescom.org
Representing Orange and Knotts Berry Farm
Chad Leon
Financial Advisor
1-888-879-0558 x6346
cleon@wescom.org
Representing Anaheim, West Covina, Riverside, and Ontario
Robert M. Garcia
Financial Advisor
1-888-879-0558 x6863
rgarcia@wescom.org
Representing Laguna Niguel and Tustin
Ryan Traina
Financial Advisor
1-888-879-0558 x1211
rtraina@wescom.org
Representing West Los Angeles, Culver City, UCLA Campus Branch, and Sherman Oaks
Peter Arellano Jr.
Financial Advisor
1-888-879-0558
parellanojr@wescom.org
Representing Riverside, Ontario, West Covina, Corona, and Redlands
Daniel Herrera
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
1-888-879-0558 x6079
dherrera@wescom.org
Representing Simi Valley, Oxnard, and Thousand Oaks
Sandra Holguin
Wealth Advisor
1-888-879-0558 x8102
sholguin@wescom.org
Representing Pasadena Administrative Offices and Branch 99 Remote
Meet Our Team
Whether you’re a veteran investor or an absolute beginner, our expert team of LPL Investment Representatives can give you valuable advice about stocks, bonds, mutual funds, annuities, insurance products, and more.
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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