Jeffrey Petersen is a CFP® with nine years at WESCAP Group and five years of industry experience. His prior roles include positions with the City of San Jose and San Jose University. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented investment approach, employing a mix of mutual funds, ETFs, and, for some clients, hedging and options-based strategies through third-party sub-advisers.

Mark Gleason is a CFA® charterholder with 28 years of industry experience. He has been with WESCAP Group in Glendale, CA since 1993. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented approach, and also manages a private pooled investment vehicle, Hedgecap Partners, L.P.

Joel Edstrom is a CFA® charterholder with 38 years of experience in the financial industry, all of which has been with WESCAP Group since 1988. He is based in Glendale, CA, and is one of six advisors at the firm. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented investment approach, and also acts as managing general partner of Hedgecap Partners, L.P., a private pooled investment vehicle.

Eric Weinlein is a financial advisor with WESCAP Group in Glendale, CA, where he has worked since 1988, accumulating 38 years of industry experience. He is part of a six-advisor team at the firm. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented approach, often utilizing mutual funds and ETFs, and also serves as Managing General Partner of Hedgecap Partners, L.P., a private pooled investment vehicle.

Ara Gasparian is a financial advisor at WESCAP Group in Glendale, CA, holding a Series 65 designation with three years of industry experience. He has been with WESCAP Group since 2015, including the firm's earlier formation and its current iteration. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, using mutual funds, ETFs, and, for certain clients and their pooled vehicle, options-based strategies and leverage.

Andrew Edstrom is a financial advisor with WESCAP Group in Glendale, CA, holding Series 63 and Series 65 designations and possessing 13 years of industry experience. He has been with WESCAP Group since 2012. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a range of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, utilizing mutual funds, ETFs, and for certain clients, options-based strategies and leverage.