Irvine, CA Main Street Office

Team
Updated today
WestPark Capital, Inc. logo

WestPark Capital, Inc.

Team

Firm-wide stats for WestPark Capital, Inc.

Total advisors

9

Across 4 offices

Clients per advisor

29 Very Low

Avg AUM per client

$200,294 Very Low

HNW client ratio

0% Very Low

About

WestPark Capital, Inc. provides financial planning, investment management, consulting, and access to third‑party money managers for individuals, trusts, estates, retirement plans, corporations and other business entities. Services may be delivered on a discretionary or non‑discretionary basis and include portfolio management for individual clients as well as custom financial plans and consulting engagements.

The firm frequently uses third‑party managers (TPMs) in its advisory programs, where TPMs may be granted discretionary authority to select investments and implement model portfolios consistent with a client’s objectives, risk tolerance and stated restrictions. Accounts are reviewed with clients at least annually, and the firm discloses a range of principal investment risks (market, liquidity, derivatives, issuer and third‑party manager performance risks) in its brochure.

WestPark is affiliated with a broker‑dealer and a registered insurance agency that share common ownership, and some Investment Adviser Representatives are also registered representatives and/or licensed insurance agents, which the brochure identifies as a source of potential conflicts when recommending affiliated products. The firm’s affiliated broker‑dealer has disclosed regulatory actions (including a 2023 FINRA enforcement matter resulting in censure, fines and restitution), a distinctive disclosure that prospective clients are directed to review.

Based on WestPark Capital, Inc.

Expertise

Wealth management

Based on WestPark Capital, Inc.

Location

2030 Main Street, Suite 210

Irvine CA 92614

Advisors at this office

5

Advisors at this office

user avatar

Edwin S

Series 66

Irvine, CA

WestPark Capital, Inc.

Edwin Suzuki is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 21 years of industry experience. He holds a Series 66 designation and has worked at WestPark Capital since 2016. Outside of his advisory role, he is also Vice President of Operations at Diligent Financial Group, Inc., a financial planning and insurance services firm. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, and business entities. The firm often uses third-party money managers with discretionary authority to manage portfolios according to client objectives and risk tolerance.

Wealth management
user avatar

Thomas J

Series 63, Series 65

Irvine, CA

WestPark Capital, Inc.

Thomas Jandt is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with WestPark Capital since 2016. Outside of his advisory role, he is involved in real estate sales as a broker and CEO of Thomas Jandt & Associates, Inc., which operates under Market Value Realty, and he leads i3 Financial, Inc., providing consulting services for early to development-stage companies. WestPark Capital, Inc. offers financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes third-party money managers in its advisory programs, providing customized portfolio management and financial plans.

Wealth management
user avatar

Vikas G

Series 63, Series 65

Irvine, CA

WestPark Capital, Inc.

Vikas Goel is a financial advisor at WestPark Capital, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WestPark Capital since 2016. Outside of his advisory role, Goel is also active as a real estate salesperson. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often employs third-party money managers to implement customized portfolios based on client objectives and risk tolerance.

Wealth management
user avatar

Susan S

Series 63

Irvine, CA

WestPark Capital, Inc.

Susan Sajjadi is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 37 years of industry experience. She holds a Series 63 designation and has been with WestPark Capital since 2016. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities, often utilizing third-party money managers to implement customized investment strategies.

Wealth management
user avatar

David E

Series 63, Series 65

Irvine, CA

WestPark Capital, Inc.

David Eurton is a financial advisor at WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at WestPark Capital since 2018 and previously held positions at Concorde Investment Services, LLC and First Allied Securities, Inc. WestPark Capital, Inc. offers financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory services and implements client portfolios directly or through selected third-party managers based on a range of criteria.

Wealth management
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)