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Wescom Financial Services | Pan Kwe

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Your Financial Advisor is here to support you through market volatility. Contact us today!

1-888-879-0558 ext. 5104 Make an Appointment

Pan Kwe

Pan Kwe

Contact Information

Pan Kwe

Senior Financial Advisor
Certified Financial Planner (CFP®)

1-888-879-0558 x4548

Representing Torrance, Hawthorne and Signal Hill

Wescom Financial Services
P.O. Box 7058
Pasadena, CA 91109

send email

Pan's Team

Norm Yee

Norm Yee

Financial Advisor

x8706

email Norm


Jessmark Tanaka

Jessmark Tanaka

Registered Investment Associate

x6065

email Jessmark

They're here to help you!

Business Philosophy

As a Wescom Financial Services (WFS) 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.

About Pan

Education

  • Cal State San Bernardino — B.S. – Finance and Management Accounting
  • Cal State San Bernardino — M.B.A – Finance

Previous Experience

  • Great Western Financial Services
  • Guarantee Brokerage Services
  • East West Investment Services

Additional Qualifications

  • California Insurance Agent License #0B25141
  • Certified Financial Planner (CFP®)

Personal Interests

  • Travel and cooking

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

Securities State Registration

  • AK, AL, AZ, CA, CO, FL, IL, LA, NC, NM, NV, OH, PA, UT