Again, it is not about any one person or another. At Westland Wealth, you will have a strong, dedicated and experienced staff, along with our associated experts who will help design solutions in your best interest. We want to be significant to your financial wellbeing for your lifetime and that of your legacy.
Gene A. Pastula, CFP®
Founder and President
Starting out in the insurance industry nearly 40 years ago, Gene obtained his CFP® designation to enhance his career and service to his clients. When many of Gene’s peer financial planners were coming to him for guidance on insurance matters as a component of an overall financial plan, Gene recognized the opportunity and founded Westland Financial Services. Gene’s expertise is available to you to help design solutions, support marketing efforts or help host individual client and group meetings.
CA Insurance License #: 0352152
Timothy U. Morton
Chief Executive Officer
Mr. Tim Morton began his career in this industry over 30 years ago at Private Ledger (now LPL). He also spent many years supporting a client base with nearly $200 million under management. Prior to joining Westland he was CEO of a large Broker/Dealer distributing products and services through the bank channel with over 600 Advisors. Tim was a board member of the National Association of Broker/Dealers and sat on the FINRA District 2 Committee and he was elected as a member of the National FINRA Small Firm Advisory Board in 2013. Currently Tim is a member of the San Diego Financial Planning Association and is a regular speaker at broker/dealer events.
Tim holds a current Life, Disability and LTC Insurance licenses and holds FINRA Series 7, 24, 51, 63 licenses, and CA Insurance License #0A43356.
Securities offered through Lucia Securities, LLC Member FINRA/SPIC. Westland Wealth and Westland Financial Services, Inc. are not affiliated with LSL or any of its affiliates.
President, Westland Financial Institutional Marketing
Chuck heads up and owns 50% of our Bank and Credit Union Division. He has been supporting financial professionals who work in banks and credit unions for 20 + years. His wholesaling team and back office staff are dedicated to this distribution channel and they are a talented group who understands what it takes to support this alternative revenue source to financial institutions.
CA Insurance License #: 0820207