Kinecta - Investments

Kinecta Wealth Management

Investment solutions and more.

At Kinecta Wealth Management, we meet you where you are. We get to know you — your goals, wants, and pain points — and utilize these details to create a roadmap for your financial future.

Retirement

Navigate the complexities of retirement planning with a qualified financial advisor at your side. Our team will provide the guidance and expertise you need to help you pursue your retirement goals and enjoy the lifestyle you deserve.

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

Legacy Planning

Thoughtful planning helps to ensure that your assets go to the people you choose and can help minimize income, gift, and estate taxes.

TRUST SERVICES

Business Planning & Protection

We know how hard you work to build a strong future for your company and employees. Whether you're a sole proprietorship or a small to mid-size company, our team can provide guidance.

BUSINESS PLANNING

Let's Connect

At Kinecta Wealth Management, we meet you where you are. We get to know you — your goals, wants, and pain points — and utilize these details to create a roadmap for your financial future. Don’t forget: our complimentary consultation comes with no obligation to you.

310.643.2454, 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.