Introducing Your WFS Senior Financial Advisor

Pan Kwe
Darrin Kozak
Contact Information
888.493.7266 x4548
send email, click here
Wescom Financial Services
P.O. Box 7058
Pasadena CA 91109
Representing Signal Hill, Torrance, Tustin

"As a conservative financial advisor for the last 15 years, I strive to educate and assist members in reaching their financial goals, whether those goals include saving for retirement, income distribution, wealth growth, or protecting and transferring assets. I focus on one member at a time, providing a level of personal and excellent service that exceeds expectations.”

Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative
Series 24 - General Securities Principal
Series 63 - Uniform State Law
Series 66 - Uniform Combined State Law

Additional Qualifications
California Insurance Agent License
# 0B25141

Previous Experience
Great Western Financial Services, Guaranty Brokerage Services, East West Investment Services

Personal Interests
Travel and cooking

Securities State Registration
CA

 

Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC). eVISION® is a trademark of CUSO Financial Services, L.P.

Investments are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value.

To view full WFS disclosures please click here.