Kinecta Federal Credit Union
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Page Title - Investment Services

Our knowledgeable advisors are here to help you identify your financial goals, then help you build a solid plan to reach them.

FREE Financial Consultation
Schedule an appointment today with an LPL Financial Consultant at a Member Service Center nearest you.

Serving Tustin & Fountain Valley
Corinne Doi

Corinne Doi, LPL Financial Consultant
Phone: 310.643.3523 or 714.259.1354 ext. 3523
E-mail: cdoi@kinectafinancial.org

Registered for Securities in the following states: CA, FL, MI, NV 

Read Corinne's Bio
Corinne has consistently built on the knowledge she gained from her degree in finance from California State University Long Beach. She began her professional career in the banking industry and has been a Financial Consultant for the past 11 years. Corinne has received numerous recognitions and awards for her exemplary customer service. Corinne brings an ethical and practical approach to the financial needs of Kinecta members. She is dedicated to assisting members in achieving financial growth and the security they seek for the future. In her spare time, Corinne enjoys hiking, skiing and golf. Corinne welcomes your call and looks forward to providing you with quality service!

Serving Torrance - Madison Park
Jay Eng

Jay Eng, LPL Financial Consultant
Phone: 310.643.3252
E-mail: jeng@kinectafinancial.org

Registered for Securities in the following states: AZ, CA, CO, CT, GA, ID, IN, KS, MI, NC, NV, NY, OH, OR, TX, VA, WA

Read Jay's Bio
Jay has served his clients in the financial services industry for over 10 years providing them with sound financial guidance. As an undergraduate, Jay studied Economics at Claremont McKenna College. He went on to earn an MBA in Finance from the University of North Carolina at Chapel Hill. Jay is committed to keeping up-to-date with financial markets. That knowledge supports his strengths in portfolio construction and his awareness and understanding of risk. Jay is highly responsive to each member’s needs and looks forward to hearing from you!

Serving Warner Center, Westlake Village, & Malibu
Bart Fernelius

Bart Fernelius, CFP™
Phone: 818.716.1140 or 888.428.3275
E-mail: bfernelius@kinectafinancial.org

Registered for Securities in the following states: AL, AR, AZ, CA, CO, FL, ME, MN, MT, NE, NJ, NM, NV, OK, OR, PA, SD, TX, UT, WA, WI

Read Bart's Bio
Bart’s degree in Finance along with an emphasis in Financial Planning from Brigham Young University set the groundwork for his 25 years in the financial services industry. He also has the distinction of being been a Certified Financial Planner for over 20 years. His work with credit union members has led him to a specialization in strategic retirement planning as he advises members on minimizing income and estate taxes while maximizing investment returns. When not providing financial services advice to Kinecta members, Bart enjoys skiing, hiking and time spent with his family. Bart looks forward to helping you with your retirement planning and other financial needs!

Serving El Segundo, Hawthorne, & Hermosa Beach
Justin Fleming

Justin Fleming, LPL Financial Consultant
Phone: 310.643.2443
E-mail: jfleming@kinectafinancial.org

Registered for Securities in the following states: CA, NV 

Read Justin's Bio
Justin Fleming is committed to helping Kinecta members grow, protect and preserve their wealth. A graduate of California State University Dominguez Hills with a Bachelor of Science degree in Business Administration and Finance, Justin focuses in, 401K rollovers, stocks, bonds, mutual funds, annuities, college savings plans and retirement planning. Justin is a member of 2009 LPL Liberty Club and the American Funds All American Team in recognition of his financial proficiency, outstanding client service and dedication to the principles of sound investing. Justin resides in Redondo Beach where he enjoys playing volleyball and spending time with family and friends. Justin looks forward to providing you a free financial review!

Serving Torrance - Crossroads & Gardena
Tom Hadden Tom Hadden, LPL Financial Consultant
Phone: 310.643.3260
E-mail:thadden@kinectafinancial.org

Registered for Securities in the following state: CA

Read Tom's Bio
Tom began his career in the corporate financial world after graduating from Seton Hall University. His financial background includes working in industries as diverse as advertising, retail and industrial equipment leasing. It is this experience that gives Tom the ability to pay attention to detail yet see the big picture. With over 30 years experience, the last 14 years in the financial services industry as a financial consultant, Tom brings a unique individual approach that focuses on his client’s needs and goals. He prides himself in making sure that his clients understand the investment choices being presented and how they will help attain their financial goals. Tom believes that communication is the key to a successful financial plan. Tom welcomes the opportunity to assist our members with all aspects of their financial planning.

  
Serving El Segundo
Roger Hargear

Rodger Hargear, LPL Financial Consultant
Phone: 310.647.9005 or 310.647.9004
E-mail: rhargear@kinectafinancial.org

Registered for Securities in the following states: AL, AZ, CA, CO, NM, NV, OR, TN, TX, WA, WI

Read Roger's Bio
Rodger has been providing sound financial guidance to his clients for over 25 years. A seasoned financial consultant, Rodger is the third generation in his family to be employed in the financial services industry. Rodger focuses in tax advantaged retirement planning and is dedicated to assisting members in achieving the financial growth and security they seek for the future. A graduate of the University of California, Berkeley Rodger looks forward to providing you with the professional advice you need to help meet your financial needs!

Medicare Specialist
Eric Johnson

Eric Johnson, LPL Financial Consultant
Phone: 310.643.3376
E-mail: ejohnson@kinectafinancial.org

Registered for Securities in the following states: AZ, CA, ID, SD, TX 

Read Eric's Bio
Eric works closely with all of his clients to identify and establish an investment plan and strategy. He then matches appropriate products and service with their goals and objectives. The client's risk tolerance, goals and objectives determine the investment choice. His primary goal is to deliver a sound financial plan by creating value, focus and understanding! Eric looks forward to providing you with outstanding customer service and working with you in planning for a secure financial future!

Serving Brea & Rancho Cucamonga
Katie Lacina

Katie Lacina, LPL Financial Consultant
Phone: 714.255.9615
E-mail: slacina@kinectafinancial.org

Registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, ND, NM, NV, NY, OR, PA, RI, SC, TX, UT, VA, WA, WI

Read Katie's Bio
After graduating early with a Bachelor’s degree from the University of Colorado at Boulder, Katie spent 4 years with American Express Financial Advisors, building a successful financial planning practice and training new advisors as a member of their management team. As a trained financial planner, Katie brings a wealth of experience and knowledge to her role as Financial Consultant with Kinecta. She focuses in retirement planning, investment management and insurance planning. She is available to work with you to evaluate your investment strategies to help meet your needs. In her free time, Katie takes pleasure in traveling and reading. Katie enjoys seeing new faces and looks forward to meeting you!

Serving El Segundo & Santa Monica
Sean Patikas-Hunter

Sean Patikas-Hunter, LPL Financial Consultant
Phone: 310.297.4351
E-mail: spatikas-hunter@kinectafinancial.org

Registered for Securities in the following states: CA, DC, MO, MT, NV, OR, SC, TN, VA, WA

Read Sean's Bio
Sean joined the Kinecta team in 2002 and has over 9 years of financial services experience in the areas of wealth accumulation and preservation, asset allocation, planning for retirement and education, in addition to insurance and estate planning. Sean earned his B.A. from the University of California, Berkeley and a M.S. from the University of Massachusetts, Amherst. Sean is dedicated to assisting members in achieving financial growth and the security they seek for the future. He looks forward to helping you identify your financial goals, and assisting you in making well-informed investment decisions.

Serving Westminster & Lakewood
Dawn Quach-Kim

Dawn Quach-Kim, LPL Financial Consultant
Phone: 310.643.2080
E-mail: dquach-kim@kinectafinancial.org

Registered for Securities in the following states: CA

Read Dawn's Bio
Dawn has over 12 years of experience in the Financial Industry. Specializing in wealth accumulation and preservation, she looks forward to helping you make informed financial decisions about retirement planning, asset allocation, education planning, and insurance. Dawn studied at Cal State Long Beach and University of Phoenix, graduating with a degree in Business Management. Dawn enjoys cooking for her friends and family, swimming, and traveling.

Serving Manhattan Beach
Yvonne Redmond

Yvonne Redmond, LPL Financial Consultant
Phone: 310.643.4664
E-mail: yredmond@kinectafinancial.org

Registered for Securities in the following states: AL, AZ, CA, CO, FL, GA, IA, ID, IN, KY, ME, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Read Yvonne's Bio
Yvonne has the distinction of having been a Financial Consultant for over 25 years and has been with Kinecta for 19 years. Yvonne focuses in retirement planning for members at all life stages of planning as well as general financial planning and advice. Yvonne is committed to continuing education so that the members she advises benefit from her awareness in a constantly changing financial world. She is a member of the prestigious 2009 LPL Financial Chairman Council Club and ranks consistently in the top 1% of financial advisors across the country in her service to clients. Yvonne has also been recognized as one of the Top 50 Independent Broker/Dealer Women Advisors for 2011, ranked by Registered Rep, a leading publication for the Financial Advisor industry. In her free time, Yvonne enjoys physical fitness activities, her family and her two English Bulldogs. Yvonne will be happy to bring her personal success and experience to the table when assisting you with your financial needs!

Serving Manhattan Beach & San Diego
   Schwartz  

Eric Schwartz, LPL Financial Consultant
Phone: 310.643.2588
E-mail: eschwartz@kinectafinancial.org

Registered for Securities in the following states: CA, FL, IL, WA 

Read Eric's Bio
Eric graduated from Rutgers University with a B.A. in Business Management. He began his career in the investments industry in 1998 with The Vanguard Group. Eric moved to San Diego in 2001 and worked as a financial consultant with Mission Federal Credit Union. He joined Kinecta Federal Credit Union in 2009. Eric lives with his wife in Long Beach, CA.

When it comes to addressing the financial needs of Kinecta Fed members, working alongside a professional like Eric is an important step. Whether it’s funding for college, retirement or other financial security objectives, Eric is available to assist members every step of the way. Eric enjoys getting to know his clients first and prides himself on building long-term relationships. He looks forward to sharing his knowledge and experience with our members to further help them achieve their personal financial goals.

Serving Goleta
Bill Wagner

Bill Wagner, LPL Financial Consultant
Phone: 805.685.3748
E-mail: wwagner@kinectafinancial.org

Registered for Securities in the following states: AZ, CA, DC, GA, MO, NV, OH, OR

Read Bill's Bio
Bill possesses over 10 years of experience in the financial services industry. Bill’s strong financial background includes a Masters degree in Business Administration as well as designations as an Accredited Asset Management Specialist. Bill is dedicated to providing sound financial guidance to Kinecta members. He accomplishes this by helping members develop a financial plan through education and understanding. Bill guides his clients through decisions regarding retirement, tax-advantage investing and estate planning. Bill looks forward to providing you with outstanding customer service and working with you in planning for a secure financial future!
 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fixed insurance products may also be offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union, CA Insurance License #0E24631. Kinecta Financial & Insurance Services, Member FINRA/SIPC, provides referrals to LPL Financial. Kinecta Federal Credit Union and Kinecta Financial & Insurance Services are not affiliated with LPL financial. Investments and insurance products are:

KFIS Disclosure Box

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.

Kinecta Financial & Insurance Services