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Liz Joseph

Financial Advisor
CUNA Brokerage Services, Inc.
at PenFed Wealth Management

Direct Phone: 301-670-1352
Mobile: 240-351-4242
Direct Fax: 608-236-6729
Email: Liz.Joseph@penfedwealth.com
Located in: Rockville, MD
Covers: CT, DC, ME, MD, NH, VA, VT

Check the background of this investment professional on FINRA BrokerCheck.

Liz is a Financial Advisor registered through CUNA Brokerage Services, Inc. located at Pentagon Federal Credit Union. During her 12 years in the financial services industry, she has gained tremendous experience in working with families in all stages of life increase their financial confidence and reach their financial goals by providing sound financial advice by creating realistic and detailed financial plans. She is deeply committed to her clients’ financial wellbeing and strives to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.

As a financial advisor, she wants to share her passion for and improve the lives of her clients. As a veteran of the United States Navy, she is passionate in helping our service men and women and veterans meet their financial goals, working with them in every stage of their lives. She is also experienced in working with both current and retired federal employees.

In her spare time, she enjoys watching/attending Nascar races, listening to Symphony music, and attending NSO performances.

Liz is registered to sell securities and holds a life and health insurance license.

Do You Want To Meet With Me?

Schedule a one-on-one appointment with me to discuss retirement, saving and investing.

Do You Want To Contact Me?

For all other PenFed Credit Union questions, please see penfed.org/contact-us.

*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.

FR-2544622.1-0519-0621 AdTrax FR-2933404.1-0120-0225
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