Helping You Pursue Financial Independence!

We focus on the financial circumstances and goals that are unique to you and your family. With that information, we help you create a personalized financial strategy based on your short-term and long-term objectives, then monitor it to help you stay on track.

Our services and strategies include:

✓ Long Term Care

✓ Life Insurance – Whole Life / Indexed/ Variable/ Term

✓ 529 Plans

✓ Mutual Funds / ETFs (Exchange Traded Funds)

✓Annuities – Fixed / Variable/ Indexed

✓ Structured Products

✓ UITs (Unit Investment Trusts)

About LPL Financial:

Find out more about our broker dealer, LPL Financial

Client Login:

Access your LPL Financial portal

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

For additional information please call us at 562.229.9181.

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The financial consultants at LPL Financial are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRASIPC).

Insurance products are offered through LPL or its licensed affiliates. POPA Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of POPA Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, POPA Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) 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.

LPL advisors do not offer tax advise. Please consult a tax professional. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA. California insurance license #0D64878