Broker Check

1440 Rosecrans Ave.
Manhattan Beach, CA 90266

Kinecta Wealth Management

800.854.9846 ext.6

 

Team

At Kinecta Wealth Management, 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.

 

Greg is the Director of Investment Operations and Compliance for the Wealth Management, a wholly owned subsidary of Kinecta Federal Credit Union...

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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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Jay has over 25 years of financial service experience and has been serving Kinecta members since 2004...

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Bart’s vast experience as a CERTIFIED FINANCIAL PLANNER™ has spanned more than 30 years...

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Justin has been committed to helping Kinecta members work toward growing and protecting their wealth since 2003...

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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 Lakewood, Hawthorne and Westminster, 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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Katie joined Kinecta Wealth Management in 2006 and has helped clients all throughout Orange County and the Inland Empire. As a CERTIFIED FINANCIAL PLANNER™ practitioner...

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Sean joined the Kinecta team in 2002 and has 15+ years of financial services experience in the areas of wealth accumulation and preservation, asset allocation, planning for retirement and education savings...

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Yvonne has the distinction of having been a Financial Advisor for 25+ years and has been with Kinecta for 19+ of those years as the first Financial Advisor with Kinecta Wealth Management....

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

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Serving Goleta, Bill possesses over 2 decades of experience in the financial services industry...

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