Financial Planning Services | Southern CA Investment Planning | LAPFCU

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Put your best foot forward for a brighter future with assistance from the investment and retirement services team.

Invest with Confidence

The team at LAPFCU Investments and Retirement offers a wide range of investment solutions designed to help you with your financial goals.

A FINANCIAL ADVISOR CAN HELP YOU:

Understand your options
Identify or review financial goals
Diversify and strengthen your financial plans
Plan or rethink investment/retirement strategies
Plan for important milestone events
Navigate DROP options
Choose life and healthcare insurance options that best protect you

In-person appointments available at all LAPFCU branches. Or call (877) 695-2732, option 4, and press 2 for Investment Services.

PATRICK INFANTE

Schedule a Complimentary Financial Review

Financial Advisor
CA Dept. License #0E38192
Academy and Brewer Branches
(818) 464-2071
[email protected]

SEVADA ZADOORYAN

Schedule a Complimentary Financial Review

Financial Advisor
CA Dept. License #0M60310
Van Nuys and Santa Clarita Branches
(818) 464-1784
[email protected]

Disclosures

Check the background of investment professionals associated with this site on FINRA's 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. LAPFCU and LAPFCU Investments & Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LAPFCU Investments & Retirement,and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LAPFCU or LAPFCU Investment & Retirements. 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

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.