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Kinecta.org

 

Team

At Kinecta Financial & Insurance Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Check the background of this firm on FINRA's BrokerCheck.

 

Douglas C. Wicks is the President of Kinecta Financial Management Company, LLC, a wholly owned subsidiary of Kinecta Federal Credit Union. Doug is responsible for managing Kinecta Financial & Insurance Services, LLC, a broker dealer...

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Greg is the Director of Investment Operations and Compliance for the Wealth Management division of Kinecta Financial & Insurance Services LLC, a registered broker dealer and wholly owned subsidiary of Kinecta Federal Credit Union. Greg...

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PJ Brownrigg joined us from MassMutual Great Pacific formerly MetLife Premier Client Group where he served as Managing Sales Director. PJ worked on the branch and regional levels for MassMutual focusing on recruiting, practice...

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A recent MBA graduate in finance, Austin is excited to join the Kinecta team. Helping people, whether it’s planning for retirement or college expenses, is truly Austin’s passion. In addition to developing a custom...

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Serving Tustin & Fountain Valley, 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...

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Serving Torrance - Madison Park, Jay has served his clients in the financial services industry for over 15 years providing them with sound and objective financial guidance. As an undergraduate, Jay studied Economics at Claremont McKenna...

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Serving Warner Center & Malibu, Bart’s vast experience as a Certified Financial Planner has spanned more than 30 years. He set the groundwork for his career by earning a degree in Finance with an emphasis in Financial Planning...

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Serving El Segundo, Redondo Beach, & Hermosa Beach, Justin Fleming has been committed to helping Kinecta members grow and protect their wealth since 2003. He can assist you with IRA and 401K rollovers, pension reviews, mutual funds,...

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Serving Westlake Village and the Greater Los Angeles area, Warren brings dedication by assisting people to live their best life.  Raised in Los Angeles, Warren spent nearly two decades working in the fitness industry in multiple roles...

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Serving El Segundo & Gardena, 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...

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Serving El Segundo, Rodger has been providing sound financial guidance to his clients for over 33 years. A seasoned financial consultant, Rodger is the third generation in his family to be employed in the financial services industry....

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Serving Lakewood, Hawthorne and Torrance Crossroads, Eric graduated from Hobart College with a BA in History. He started his career in the investments industry on Wall Street in 1986 with Deutsche Bank (formerly known as Bankers Trust)....

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Serving Brea. After graduating early with a Bachelor’s degree from the University of Colorado at Boulder, Katie spent 4 years with American Express Financial Advisors/Ameriprise, building a successful financial planning practice...

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Howard is a Qualified Plan Specialist located at the Brea, California branch of Kinecta Financial & Insurance Services. With over 20 years of experience in financial services, his practice has an emphasis on 401k, 403b, and group...

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Serving El Segundo & Santa Monica, Sean joined the Kinecta team in 2002 and he has financial services experience in the areas of wealth accumulation and preservation, asset allocation, planning for retirement and education, in addition...

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Serving Manhattan Beach Yvonne has the distinction of having been a Financial Consultant for over 25 years and has been with Kinecta for over 19 of those years. Yvonne focuses in retirement planning for members at all life stages of...

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Serving Manhattan Beach & San Diego, Eric graduated from Rutgers University with a BA 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...

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Serving Goleta, Bill possesses over 20 years of experience in the financial services industry. Bill’s strong financial background includes a Master’s degree in Business Management and a designation as an Accredited Asset...

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