Broker Check

1440 Rosecrans Ave.
Manhattan Beach, CA 90266

Kinecta Wealth Management

800.854.9846 ext.6

 
Bart Fernelius, CFP®LPL Financial AdvisorCA Insurance License #0622484

Bart Fernelius, CFP®
LPL Financial Advisor
CA Insurance License #0622484

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 from Brigham Young University. His work with credit union members led him to specialize in strategic retirement planning. He now advises members how to minimize estate and income taxes while maximizing investment returns. When not providing financial services advice, Bart enjoys boating, hiking, and spending time with his family.

Bart’s proven real-world expertise is perfect for your retirement planning and other financial needs.

Bart holds the following registrations through LPL Financial: Series 7, 24, and 63

Bart is registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, IL, MD, ME, MI, MN, MT, NE, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, WA, WI

Sales Assistant                                                                                                                  Cora Ortega                                                                                   cortega@kinectafinancial.org                                                                                          Phone: 310.643.3351

Check the background of this investment professional on FINRA’s BrokerCheck.

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