Kinecta Wealth Management

www.kinectawealth.org

At Kinecta Wealth Management, we know that you want to grow and preserve your wealth. You aim for financial prosperity for yourself and your family. In order to do that, you need professional guidance to help create the most suitable personalized financial plan for the future. Our LPL Financial Advisors are here for you. For years, we’ve helped Southern Californians pursue their financial goals. Let's start today! Make an appointment with your local Kinecta Wealth Management Advisor and create a financial game plan to pursue maximized success. Whether your goals are simple or complex, together we’ll develop a realistic plan that can help keep you on track toward a secure financial future. From there, nurturing your investment plan is crucial, and we will be there with you every step of the way - Connect with us today! Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member SIPC sipc.org.). Insurance products are offered through LPL or its licensed affiliates. Kinecta Federal Credit Union and Kinecta Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kinecta Wealth Management, and may also be employees of Kinecta Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kinecta Federal Credit Union or Kinecta Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value For a list of states in which I am/we are registered to do business, please visit KinectaWealth.org

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At Kinecta Wealth Management, we know that you want to grow and preserve your wealth. You aim for financial prosperity for yourself and your family. In order to do that, you need professional guidance to help create the most suitable personalized financial plan for the future. Our LPL Financial Advisors are here for you. For years, we’ve helped Southern Californians pursue their financial goals. Let's start today! Make an appointment with your local Kinecta Wealth Management Advisor and create a financial game plan to pursue maximized success. Whether your goals are simple or complex, together we’ll develop a realistic plan that can help keep you on track toward a secure financial future. From there, nurturing your investment plan is crucial, and we will be there with you every step of the way - Connect with us today! Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member SIPC sipc.org.). Insurance products are offered through LPL or its licensed affiliates. Kinecta Federal Credit Union and Kinecta Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kinecta Wealth Management, and may also be employees of Kinecta Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kinecta Federal Credit Union or Kinecta Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value For a list of states in which I am/we are registered to do business, please visit KinectaWealth.org

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Country

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State

California

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Employees

11-50

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Project and Planning Manager at Kinecta Financial and Insurance Services

    Email ****** @****.com
    Phone (***) ****-****

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