At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Andrew Chen

Founder and Wealth Management Advisor

(916) 886-5380

(916) 771-2357

Andrew.R.Chen@LPL.com

Andrew began his career in the financial industry in 2007 with Bank of America. Being at Bank of America as a Senior Personal Banker during the heart of the financial crisis made him realize the importance of a tailored financial plan....

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Kristin Raese

Client Relationship Manager

(916) 886-5380

(916) 771-2357

Kristin.Raese@LPL.com

Kristin serves as Client Relationship Manager for West Capital Wealth Management. She is responsible for assisting with growth, client retention, and servicing clients’ financial goals and needs. Kristin joined LPL Financial in...

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Angelo Theodorou, CRPC®

Wealth Management Advisor

(916) 886-5388

(916) 771-2357

Angelo.Theodorou@LPL.com

Angelo thrives on seeing clients reach for their dreams and plan for the future they deserve. Deeply rooted in the local area, Angelo grew up in Roseville, met his wife in Sacramento, started his family in Rocklin, and now sends his...

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Clark Osterhout, CRPC®

Wealth Management Advisor

(916) 886-5380

(916) 771-2357

Clark.Osterhout@LPL.com

My name is Clark Osterhout and I am grateful to be associated with West Capital Wealth Management (“WCWM”) as a Financial Consultant. Prior to opening my private practice with WCWM I was a Financial Advisor with Edward...

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Catherine Alesci

Client Services Associate

(916) 886-5388

(916) 771-2357

Catherine.Alesci@LPL.com

Our Partners with the Financial Services Network: Portfolio Consulting

Jeremy Olen, CFA

Managing Partner

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment...

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Hao Dang

Vice President, Portfolio Consulting, Transitions & Integrations

Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors,...

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Christopher Mercado, MBA, CFP, CIMA, AIF

Managing Partner and Chief Investment Strategist

As an owner and Managing Partner of The Financial Services Network, Christopher is responsible for leading the Business Development initiatives within the organization, which includes the recruitment of new advisors, offices and...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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