Investment Services

Always wanted to become an investor, but haven’t really taken that first step? PFCU has partnered with highly respected Wescom Financial Services (WFS) to offer this valuable service for our members.

Whether you need help with retirement or college planning, or just want to make your money work for you even harder, Wescom Financial Services is here to help you develop a personalized investment strategy. They can explain the different accounts and investment strategies available to you and update your financial plan and portfolio as you experience life changes. You’ll find managed accounts, fixed and variable annuities, 529 Plans and Coverdell Education Savings Accounts along with mutual funds to help you meet your goals!

Introducing your Wescom Financial Services Senior Financial Advisor

Ashana J. Thorman

Ashana J. Thorman
Office: 800-765-4527 x314 or 888-493-7266 x8179
Cell: 626-255-4805
athorman@wescom.org

Our registered Senior Financial Advisor will analyze your investment needs and create a personal financial plan that will help meet your specific goals and fit both your budget and your lifestyle.

Make an appointment to meet your WFS Senior Financial Advisor and get valuable information on financial planning topics, including:

  • Retirement Planning
  • 401(k) Rollovers
  • 401(k) Check Up
  • College Planning
  • Managed Accounts
  • Trust Services
  • Additional Financial Strategies

"As financial advisors, we must not only adhere to the principles of investing and financial management, but recognize the individuality of each member and make a commitment to serving their best interest."

Registered through our broker-dealer,
Wescom Financial Services

Series 7 - General Securities Representative;
Series 63 - Uniform State Law;
Series 65 - Investment Advisor

Additional Qualifications
California Insurance Agent License # 0A37738

Educational Background
UC Santa Barbara - BA
CA State University - Master's Degree

Professional Affiliations
Financial Planning Association
Rotary International

Pervious Experience
Merrill Lynch & Co. (1981 - 1996)

Personal Interests
Adventure Travel, Nature Hikes

Securities State Registration:
AZ, CA, GA, KS, NJ, NV, OR, TX, UT, WA

You can make an appointment for a complimentary, in-person (in the Pasadena office) or telephone consultation.

Note: *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 ).

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

IRA RATES ARE UP!

Need an IRA? Take a look at our great rates, as we have just raised them to help our savvy investors!

Click on "Rates" above in the blue bar, then "Deposits" for the rates on all of our savings products.

 Open New Accounts

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