Angel Tavera, CRPC
Financial Advisor
CUNA Brokerage Services, Inc.
at PenFed Wealth Management
Direct Phone: 210-538-4241
Direct Fax: 608-236-6069
Email: angel.tavera@penfedwealth.com
Located in: Encino Park Branch, San Antonio, TX
Covers: TX
Check the background of this investment professional on FINRA BrokerCheck.
Angel has over 5 years of experience in the financial services industry. Walking alongside his clients to and through retirement, as well as reaching their financial goals with knowledge in the areas of:
- Financial Planning
- Estate Conservation
- Risk Management
- Education Planning
As a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC, and a licensed insurance agent, Angel can help you with personalized strategies for your investment, insurance and other financial needs.
FR-3573535.1-0421-0525
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*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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