Schedule an appointment with Joel Today!

Joel Harworth

Stop by and meet Joel Harworth, our registered Financial Advisor. He’ll be on hand to analyze your investment needs and work with you to devise a sound personal financial plan. Joel will also offer a full range of investment products designed to help you through every phase of your financial life. He can assist you with:

• Retirement planning
• College saving
• Estate planning
• Managed accounts
• Free 401(k) and 403(b) Check-ups

Joel will be happy to meet with you to discuss your financial planning needs. To schedule a complimentary appointment, call 626-255-4912 or email jharworth@foothillcu.org.

Registered through our broker dealer, Wescom Financial Services

• 24-General Securities Principal
• 7-General Securities Representative
• 53-Municipal Securities Principal
• 66-Investment Advisor Representative

Insurance License # 0D07919. Securities State Registration: CA, AZ, CO, NJ, TX, VA.

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, not Credit Union guaranteed, and may lose value.