Use the links below to schedule a one-on-one appointment with a PenFed Wealth Financial Professional to discuss retirement, saving and investing.
Use the links below to learn more about our PenFed Wealth Financial Professionals.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
| Advisor | Biography | Region | Schedule |
|---|---|---|---|
| Doug Adams LPL Financial Advisor |
Learn more | GA, SC, FL, TX, IL, AL, NC | |
| Delia Arhiri LPL Financial Advisor |
Learn more | VA, DC, DE, MD | |
| Carlos Carrillo LPL Financial Advisor |
Learn more | CA, ID, MT, NE, NM, OR, UT, WA, WY | |
| Chris Kaminaka LPL Financial Advisor |
Learn more | AK, HI | |
| Gail E. Lesh LPL Registered Representative |
Learn more | CO, DC, DE, KY, MD, NJ, NV, PA, TN, VA, WV | |
| Alexandra Márquez LPL Financial Advisor |
Learn more | Puerto Rico | |
| Carlos Torres Negron LPL Financial Advisor |
Learn more | Puerto Rico | |
| Merry Scala LPL Financial Advisor |
Learn more | CA, FL, MA, NJ, NY, SC | |
| James H. Van Wert, JR. LPL Financial Advisor |
Learn more | AZ, DE, FL, MD, NC, NY, PA, WI | |
| Trey Van Wert LPL Financial Advisor |
Learn more | PA, DE, MD, NY, SC, WI |
*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 |
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. The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.