Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Glendale, CA
Glendale Financial Advisors
WESCAP Group
330 N. Brand Blvd., Suite 1150
Glendale, CA 91203
(800) 820-2453
Advisor Profile
Alan Gelb, CFP®
Name:  Alan Gelb, CFP®
Phone Number:  (800) 820-2453
Website:  Visit Website

About WESCAP Group

WESCAP Group is an independent Registered Investment Advisory
firm offering investment management and financial planning
services to a diverse client base of individuals and families.

Founded in 1988, WESCAP Group is headquartered in Glendale,
California, and serves clients throughout the United States.
We are objective, unbiased, and pursue the highest possible standards in everything that we do.

Our distinctive attributes are:
* Visionary portfolio construction
* Unbiased financial planning
* Extensive experience & education
* Quantifiable results
* Independence and integrity

We provide exceptional service for our clients and strive to
develop lifelong relationships.
 

General Information

Gender:    Male
CRD#:    3112275
Firm CRD#:    104759
SEC File#:    801-32095
Name of Custodial Firm:    Schwab Institutional, TD Ameritrade Institutional
States Licensed in:    CA
States Willing to do Business in:    All States
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    11
Work Experience:    With over a century of combined advisory experience, our team brings compelling professional knowledge and insight to each client relationship. Our culture and disciplined process support a collaborative environment where specialized knowledge and individual expertise are leveraged for your benefit.
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Families
 

Education

Academic Background
 
CERTIFIED FINANCIAL PLANNER
BS - Towson University
 

Services

Investment Types:    Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Closed end mutual funds, Bonds, Stocks, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Does not sell products
Insurance and Annuity Licenses:    Does not sell products
Financial Organization Memberships:    Financial Planning Association (FPA), Fee-Only Network, National Association of Personal Financial Advisors (NAPFA)
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    .40-1.25%
 
 
 
Prepared By: Alan Gelb, CFP®

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.