WESCAP Group

Jeffrey Petersen is a CFP® professional with five years of industry experience, currently serving as a financial advisor at WESCAP Group since 2017. Before joining WESCAP Group, he held roles with the City of San Jose and San Jose University. WESCAP Group provides wealth management and financial planning services to individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm applies a strategic and tactical asset allocation process focused on global diversification, a contrarian/value orientation, low costs, and tax awareness, primarily using mutual funds and ETFs within an open-architecture platform.

Mark Gleason is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. He has been with WESCAP Group in Glendale, CA, since 1993. WESCAP Group provides wealth management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a strategic and tactical asset allocation process focused on broad global diversification, a contrarian/value orientation, low transaction costs, and tax awareness, primarily implementing strategies through mutual funds and ETFs on an open-architecture platform.

Joel Edstrom is a CFA® charterholder with 37 years of industry experience. He has been with WESCAP Group in Glendale, CA since 1988. WESCAP Group provides wealth management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a strategic and tactical asset allocation process focused on global diversification, a contrarian/value orientation, and tax awareness, primarily using mutual funds and ETFs within an open-architecture platform.

Ara Gasparian is a financial advisor with WESCAP Group in Glendale, CA, holding a Series 65 designation and three years of industry experience. He has been with WESCAP Group since 2015. WESCAP Group provides wealth management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm utilizes a strategic and tactical asset allocation approach focused on global diversification, a contrarian/value orientation, low costs, and tax awareness, often implementing strategies through mutual funds and ETFs on an open-architecture platform.

Andrew Edstrom is a financial advisor with WESCAP Group in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with WESCAP Group since 2012. WESCAP Group provides wealth management and financial planning services to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic and tactical asset allocation process focused on global diversification, a contrarian/value approach, low costs, and tax awareness, utilizing mutual funds and ETFs within an open-architecture platform.