PenFed | Wealth Management | Meet with an Advisor

Meet With An Advisor

Use the links below to schedule a one-on-one appointment with a PenFed Wealth Financial Advisor to discuss retirement, saving and investing.

Advisor	Biography	Region	Schedule
Ernesto Agular Financial Advisor	Learn more	AR, LA, MO, ND, OK, SD, TX	Phone meeting Advisor will call you
Saloma Bechara Financial Advisor	Learn more	DC, IL, MA, MI, VA, WI	Phone meeting Advisor will call you
Les Branson Financial Advisor	Learn more	AL, FL, GA, MN, MS, NC, SC	Phone meeting Advisor will call you
Carlos Carrillo Financial Advisor	Learn more	CA, ID, MT, NE, NM, OR, UT, WA, WY	Phone meeting Advisor will call you
Liz Joseph Financial Advisor	Learn more	CT, DC, ME, MD, NH, VA, VT	Phone meeting Advisor will call you
Chris Kaminaka Financial Advisor	Learn more	AK, GU, HI, Okinawa	Phone meeting Advisor will call you
Gail E. Lesh, LUTCF Registered Representative	Learn more	CO, DE, KY, NV, TN, WV	Phone meeting Advisor will call you
Alexandra Márquez Financial Advisor	Learn more	Puerto Rico	Phone meeting Advisor will call you
Bill Schroen Financial Advisor	Learn more	AZ, DC, IN, IA, KS, OH, RI, VA	Phone meeting Advisor will call you
Carlos Torres Negron Financial Advisor	Learn more	Puerto Rico	Phone meeting Advisor will call you
Patrick Watson Financial Advisor	Learn more	NJ, NY, PA	Phone meeting Advisor will call you

*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.