View Your Investment Accounts online at MemberView!

Have you always wanted to become an investor, but haven’t really taken that first step? PFCU has partnered with WESCOM Financial Services to offer this new and enhanced service for our members.

If you are an investor who wants to make your own investment decisions, WESCOM Financial Services is your premium choice for investing in stocks, options, and mutual funds. As a Parsons Federal Credit Union member, you can enjoy complimentary quotes, complimentary charts, and complimentary analyses, plus high-powered tools for managing your portfolio and screening mutual funds. You have 24-hour access to the information you need... every day.

Introducing your Wescom Financial Services Senior Financial Advisor

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

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

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.