Alan Gelb, CFP®
Burbank, California, 91502
Member Since 2009
At WESCAP Group, our ideas, experience and insight are focused on a singular objective: to deliver exceptional investment management and thoughtful financial advice to our valued clients.
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diversified client base of high-net-worth individuals and families.
Founded in 1988, WESCAP Group is headquartered in Burbank, California, and serves clients throughout the United States.
Our extraordinary client retention rate (99.2% for the past 8.75 years -as of 9/30/11) is driven by long-term performance, thoughtful financial advice and an unwavering commitment to put our clients\' interests before our own.
My Location
Background Information
Years of Financial Experience
- 21
Education
- Loyola Marymount University (MBA, Finance)
- UC Irvine (BA, Economics)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Assocation
- CFA Institute
- CFA Society of Los Angeles
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Primary Custodian(s)
- Schwab Institutional
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Annually)
- Custodial Report (Monthly)
- Newsletter (Semi-Annually)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 3112275
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: WESCAP Group
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- WDC
- Washington
- West Virginia
- Wisconsin
- Wyoming
Planning Services
- Financial Planning, Retirement, College Funding, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.wescapgroup.com
