Advisor at WESPAC Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WESPAC Advisors, LLC
Location
Orinda, CA 94563
Credentials
ChFC®, Series 63, Series 66
Industry experience
17 years
Thomas Lambert is a ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Wespac Plan Services, Inc. since 2006 and currently serves as part of the advisory team at Wespac Advisors, LLC in Orinda, CA. Wespac Advisors serves participant-directed retirement plan sponsors, high-net-worth individuals, trusts, and corporate clients, providing investment management, fiduciary oversight, and participant education. The firm employs sector rotation and relative-strength strategies for taxable portfolios and primarily selects no-load mutual funds and ETFs for self-directed retirement plans, managing accounts on a discretionary basis based on client objectives and risk tolerance.
Based on WESPAC Advisors, LLC
Based on WESPAC Advisors, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $3,000,000: 1.05% $3,000,001 - $5,000,000: 0.95% $5,000,001+: 0.85%
Commissions received by supervised persons from insurance product sales
Account minimum: $250,000
4 Orinda Way, Suite 100 B
Orinda, CA 94563
California
Wespac Plan Services, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Series 63, Series 65
San Francisco, CA
Leonard Jr., Gary A.
Series 65
Oakland, CA
FM Capital Group
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.
Series 66
San Francisco, CA
Patel Capital Management
CFP®
San Francisco, CA
BridgeLane Financial
It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.
ChFC®, Series 66
Walnut Creek, CA
Resolve Financial, LLC
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