Wescap Group

Description

Address: 330 N Brand Blvd #1150, Glendale, CA 91203 Hours: Open ⋅ Closes 5PM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (818) 563-5170Place name: Website: : : Category: : : : : Website: http://wescapgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of WESCAP Group Posting publicly on the Web Write a review Reviews Be the first to review

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Wescap Group Employees

Employee
Years
Job
Industry
Dianna Baroutgian Dianna Baroutgian Greater Los Angeles Area Details
Dianna Baroutgian's Wescap Group Experience March 2010 - March 2011
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2011 - Present
Wescap Group   March 2010 - March 2011
Morgan Stanley Smith Barney  March 2006 - March 2010

Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Data Entry, Accounting, ACT!, Morningstar, Social Media, Microsoft Office 2007, Microsoft Office 2003, Pareto, Customer Relations, Excel

Education
Glendale Community College   2007 — 2010

Glendale High School   2007 — 2010

Alan Gelb, CFP® Alan Gelb, CFP® Greater Los Angeles Area Details
Alan Gelb, CFP®'s Wescap Group Experience January 2006 - Present
Job Financial Advisor at Wescap Group
Industry Financial Services
Experience
Wescap Group   January 2006 - Present
Seidler Foster Pott, LLC   September 2004 - December 2005
Merit Wealth Management, LLC   August 1999 - June 2004
Kayne Anderson Rudnick  November 1997 - August 1999
Cheviot Value Management   March 1993 - August 1997
Wilshire Associates  1990 - 1993

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Asset Managment, Financial Analysis

Education
Loyola Marymount University, College of Business Administration   2000 — 2002
MBA, Finance

University of California, Irvine   1986 — 1990
Bachelor of Arts, Economics

Rolling Hills High School

Elena Pak, CFP® Elena Pak, CFP® Washington D.C. Metro Area Details
Elena Pak, CFP®'s Wescap Group Experience February 2008 - Present
Job Financial Advisor Associate at Aegis Wealth Management
Industry Financial Services
Experience
Aegis Wealth Management LLC   December 2014 - Present
Wescap Group   February 2008 - Present
California State University, Los Angeles  January 2006 - May 2006
Bakai Bank   June 2005 - August 2005

Skills
Mutual Funds, Retirement Planning, Securities, Fixed Income, Equities, Strategic Financial..., Retirement, Financial Analysis, Accounting, Microsoft Excel, Asset Allocation, Wealth Management, Investment Strategies, Customer Service, Microsoft Office, Alternative Investments, Investments, Portfolio Management

Education
Kaplan University Schweser   2014 — 2015
Certified Financial Planner

California State University-Los Angeles   2009 — 2011
Master of Arts (M.A.)

California State University-Los Angeles   2005 — 2007
Bachelor of Arts (B.A.)

Northwood University-Florida   2003 — 2005
Associate's degree

Kelsy Moise Kelsy Moise Burbank, California Details
Kelsy Moise's Wescap Group Experience November 2011 - Present
Job Client Services Associate at WESCAP Group
Industry Financial Services
Experience
WESCAP Group   November 2011 - Present
FMS Financial Partners, Inc.   January 2010 - May 2014
UMe Credit Union   March 2008 - September 2008

Skills
Financial Reporting, Banking, Clerical, Investments, Microsoft Excel, Microsoft Word, Mathematics, Customer Service, Microsoft Access, Management, Accounting, Financial Analysis, Finance, Microsoft Office, QuickBooks, Leadership, Time Management, Teamwork, Data Analysis, PowerPoint, Outlook, Forecasting, Access

Education
California State University-Northridge   2009 — 2014
Bachelor of Science (BS), Finance, General

Burbank High School   2005 — 2009

Mark Gleason, CFA Mark Gleason, CFA Greater Los Angeles Area Details
Mark Gleason, CFA's Wescap Group Experience January 1993 - Present
Job Senior Financial Advisor at Wescap Group
Industry Financial Services
Experience
Wescap Group   January 1993 - Present
CFA Society of Los Angeles   1984 - 2013
Asset Management Group  1988 - 1992
Security Pacific Bank  1985 - 1988

Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Modeling, Employee Stock Options, Estate Tax Planning

Education
CFA Institute   1984 — 1986
CFA, Investment Analysis and Portfolio Management

University of Southern California - Marshall School of Business   1977 — 1979
MBA, Entreprenuirship/Venture Capital

University of California, San Diego   1975 — 1977
BA, Economics

Anasheh Ghazari Anasheh Ghazari Greater Los Angeles Area Details
Anasheh Ghazari's Wescap Group Experience April 2007 - Present
Job Client Services Associate at WESCAP Group
Industry Financial Services
Experience
WESCAP Group   April 2007 - Present
Law Office of Ajalat, Polley, Ayoob & Matarese   April 2005 - May 2007
Remax Towncenter Realty   November 2002 - January 2005

Skills
Trading, Microsoft Office, Excel, Customer Relations, Investments, Securities, Research, Equities, Mutual Funds, Financial Planning, Retirement, Fixed Income, Retirement Income..., Accounting, Retirement Planning, Asset Allocation, Strategic Financial...

Education
California State University-Northridge   2004 — 2006
Bachelor's degree, Finance

Glendale Community College   2002 — 2004
Associate's degree, Business Administration

Irma Roman Irma Roman Greater Los Angeles Area Details
Irma Roman's Wescap Group Experience January 2007 - Present
Job Cook at Levy Restaurants
Industry Food & Beverages
Experience
Levy Restaurants  March 2014 - Present
WESCAP Group   January 2007 - Present
Chan Law Group LLP   October 2005 - January 2007

Skills
Food, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork

Education
Le Cordon Bleu College of Culinary Arts-Pasadena   2010 — 2012
Associate of Occupational Studies, Culinary Arts

Glendale Community College   2004 — 2010

Todd Butler, CFP® Todd Butler, CFP® Greater Los Angeles Area Details
Todd Butler, CFP®'s Wescap Group Experience October 2007 - Present
Job FeeOnly Financial Advisor at WESCAP Group
Industry Investment Management
Experience
WESCAP Group   October 2007 - Present
Bravo TV  July 2012 - July 2012
Lifetime Television  October 2010 - October 2010
SEIA   2004 - 2007
Charles Schwab  2001 - 2004
T. Rowe Price  1998 - 2001

Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Securities, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, IRAs, Fixed Income, Finance, Equities, Investment Management, Financial Planners, Wealth Management..., Alternative Investments

Education
College for Financial Planning   2007 — 2008
CFP®, Certified Financial Planner

Towson University   1994 — 1998
BS, Communications

Rana Maida Rana Maida Orange County, California Area Details
Rana Maida's Wescap Group Experience August 2002 - January 2006
Job Finance Professional
Industry Investment Management
Experience
F500 Advisory Services, Inc.   September 2014 - March 2015
MullinTBG Advisors   October 2010 - November 2012
AL Hewitt Inc.   November 2006 - September 2010
Wescap Group   August 2002 - January 2006

Skills
Investment Strategies, Asset Allocation

Education
California State University, Los Angeles - College of Business and Economics   1998 — 2002
Bachelor of Science (B.S.), Finance, General

Rick Weinlein Rick Weinlein Greater Los Angeles Area Details
Rick Weinlein's Wescap Group Experience 1988 - Present
Job Chief Financial Officer at WESCAP Group, Inc.
Industry Financial Services
Experience
Wescap Group   1988 - Present

Education
University of California, Los Angeles - The Anderson School of Management   1983 — 1985
M.B.A., Finance

Haverford College   1977 — 1981
B.A., Economics

UCSD