Alexandra Márquez, ChFEBC
LPL Financial Advisor
LPL Financial
at PenFed Wealth Management
Office number: 787-307-1074
Mobile: 787-438-3084
Email: Alexandra.Marquez@PenFedWealth.com
Located in: Guaynabo, PR
Covers: Puerto Rico
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Alexandra is a financial advisor at PenFed Wealth Management, located at PenFed Credit Union in Puerto Rico. Her passion is to help individuals and families work towards their financial goals by creating realistic and detailed financial plans.
At PenFed Wealth Management she is focused mainly on retirement planning, wealth strategies and risk management. One of her main goals is to make your money work for you by creating a simplified financial roadmap.
Alexandra takes the time to understand an individual’s unique financial situation and life goals to be able to provide tailored financial recommendations for each situation. Having an ethical mindset above all, she guides investors through: Retirement, Wealth Management, Insurance &Estate goals, Lifetime Income Strategies and College Funding.
During her career she has developed a deep commitment to providing excellent service that can improve clients’ lives by providing a prudent path for their unique circumstances. She uses a “people helping people” approach derived from the culture at PenFed Wealth Management. Many of her clients distinguish her for providing simple strategies for complex situations.
She has been in the Financial Industry since 2007; having received a bachelor's degree from Northeastern University. Besides being a Chartered Federal Employee Benefits Consultant, she is also FINRA series 7, 24 and 66 registered with LPL Financial, Life, Health & Annuity Licensed.
In her spare time, Alexandra enjoys traveling and family time. She is a devoted mother and enjoys being part of her kids’ school community & events.
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*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. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. 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 |
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