Joel Stephen Edstrom

Joel Stephen Edstrom

Founder at Wescap Management Group, Inc.

100 connections
Consumer Services
Finance

Profile

Mr. Joel S.
Edstrom, CFA, is a Founder & President at WESCAP Management Group, Inc. He co-founded Wescap Group in 1988 and has over 34 years of investment management and financial planning experience.
Prior to establishing the firm, Mr. Edstrom was the West Coast Manager for Asset Management Group, a national investment advisory and financial planning firm.
He served as a Peace Corps volunteer in Ethiopia from 1968 through 1970.
Mr. Edstrom received Bachelor of Environmental Design (1973) and Bachelor of Civil Engineering (1974) degrees from the University of Minnesota.
He obtained his Masters of Business Administration from UCLA in 1980.
He is a licensed Civil Engineer and a Chartered Financial Analyst-1986.
He is a member of the CFA Institute and the CFA Society of Los Angeles.

Joel Stephen Edstrom active positions

CompaniesPositionStart
Wescap Management Group, Inc.
Logo Wescap Management Group, Inc.

Wescap Management Group, Inc.

Investment ManagersFinance

WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families.

 Founder 1987-12-31
All active positions of Joel Stephen Edstrom

Training of Joel Stephen Edstrom

University of California, Los Angeles Masters Business Admin
University of Minnesota Undergraduate Degree

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Linked companies

Private companies1
Wescap Management Group, Inc.
Logo Wescap Management Group, Inc.

Wescap Management Group, Inc.

Investment ManagersFinance

WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families.

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