Ernesto Aguilar has over 12 years of experience in the financial services industry and values the personal relationships he has with his clients. More than just their advisor, he serves as a partner working with them to help uncover and address financial needs and concerns. Ernesto emphasizes listening and learning in order to develop strategies personalized to each individual and their unique goals in the areas of Wealth Management, Retirement Planning, Lifetime Income Strategies, Investment Advisory and Transition of Wealth to Beneficiaries. Ernesto is devoted to working to ensure his clients financial independence by developing a path to help them reach their financial goals
When Ernesto is not helping PenFed’s members with their financial goals, he enjoys spending time, outdoors, with his wife of 14 years and their 2 children.
Ernesto is registered to sell securities and holds a life and health insurance license
*PenFed Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.
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.