Kinecta Wealth Management

Investment solutions and more.

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Investments

What does it take for your money to get you to your desired return? Kinecta Wealth Management professionals will be happy to meet with you and develop a plan that meets your financial needs, wants and wishes.

Retirement

It will be here before you know it. Finding the right mix of tax-deferred, tax-free, and taxable income is key to meeting your goals. Talk to a Kinecta Wealth Management advisor about IRAs and other investment options so you can create your optimal portfolio.

RETIREMENT RESOURCES

Investments

There are plenty of ways to invest your money: which one is right for you? We want to help you identify your perfect blend.

INVESTMENTS

Financial Planning

Many people need both a short-term and a long-term financial plan. You may want to buy a home, plan for college, or retire in Tahiti. Let us help you figure out the way to make your dreams come true.

FINANCIAL PLANNING

Life & Long Term Care Insurance

Prolonged illness, death or disability can cause financial devastation. Make sure you and your loved ones have the funds and support you need to survive and thrive.

LIFE & CARE INSURANCE

Trust & Estate Planning

Do you think that trusts are only for the wealthy? Do you believe a will is better than an estate plan? Think again. Let one of our Kinecta Wealth Advisors help you create a roadmap for your future.

TRUST & ESTATE PLANNING

Tax Strategies

What’s the difference between qualified and non-qualified plans? If you aren’t sure of the answer, Kinecta Wealth Management can help. There are lots of ways to optimize your portfolio using taxable and tax-free investment strategies.

TAX STRATEGIES

Let's Connect

We take the time to get to know you: your wants, needs, and wishes. That’s the Kinecta Wealth Management way. We can build a customized plan to help you live your best life. Don’t forget: our complimentary consultation comes with no obligation to you.

310.643.2292, Monday - Friday, 9 am – 5 pm PST

Or, email Kinecta Wealth Management at info@kinectawealth.org

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck service.

BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 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 are 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. Certain fixed insurance products may also be offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union. Securities and insurance offered through LPL or its affiliates and fixed insurance products offered through Kinecta Financial & Insurance Services are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.