Investments

imageNo matter where life takes us, we all strive for greater financial security. It often seems that just saving money alone may not meet our future needs. Mortgage payments, retirement, education and health care costs are all areas of increasing concern. However, a sensible program that combines savings, life insurance and investments can provide a total package.

To make wise investment choices you need to know about current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many of us, committing that kind of time to research isn’t possible. That’s where our LPL Financial Consultants can help. The experienced team of consultants will work with you to create a personal investment strategy to help you pursue your financial goals.

Our Financial Consultants are here to help!

As a NuVision member, you have ready access to experienced Financial Consultants Whether you’re planning for retirement, saving for college, or considering investing, your NuVision full-service financial planning partner can help you get started on the right track.

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Investment Seminars

Craig Fein, LPL Financial Consultant
CA Insurance License #0E56240
Phone: 714.375.8222
Fax: 310.536.3632
Email: craig.fein@lpl.com
Serving Edinger Branch

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Craig possesses over 11 years of experience in the financial services industry. He began his career as a financial consultant with UBS Financial Services, focusing on retirement planning, then became a retirement planning specialist with Schools First Federal Credit Union. He comes to NuVision Federal Credit Union understanding the needs of our members to help with planning for retirement, college, life and healthcare insurance needs, and other financial objectives. He received a business degree from Community College of Philadelphia and has lived in our community for over 16 years. Craig looks forward to working with you in planning your financial future.

Craig holds the following registrations through LPL Financial: Series 7and 66

Craig is registered to discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, MT, NV, OR, TN, UT

Craig Fein is a Registered Representative with LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NuVision Federal Credit Union is not affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

Boris Castillo, CFA, CFP®, LPL Financial Consultant
CA Insurance License #0C97046
Phone: 424.634.0381
Fax: 310.727.3734
Email: boris.castillo@lpl.com
Serving Huntington Beach Boeing Onsite Branch, Carson Branch, Lakewood Branch and Mesa, Arizona Branch
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With nearly twenty years of experience in the financial services industry, Boris Castillo has provided financial planning strategies to families, business owners, and various organizations. They have run the entire gamut from simple, goals-based plans to complex and unique estate plans.

As both a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ practitioner, Boris has been able to navigate the increasingly complex financial landscape to focus on a client’s unique circumstances and experience. While he has been the recipient of numerous awards and recognitions for his exceptional service and proficiency, the true measure of his success is found in the enduring client loyalty and advocacy that he’s preserved throughout all economic conditions.

Boris holds the following registrations through LPL Financial: Series 7, 65, and 66

Boris is registered to discuss and/or transact securities business with residents of the following states: CA, FL

Boris Castillo is a Registered Representative with LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NuVision Federal Credit Union is not affiliated with LPL Financial.

Freeman Leung, LPL Financial Consultant
CA Insurance License #0D86923
Phone: 424.367.9698
Fax: 310.536.3819
Email: freeman.leung@lpl.com
Serving Magnolia Branch, Costa Mesa Branch and Laguna Hills Branch

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Freeman has over 27 years of experience in the financial services industry. He’s been able to educate and guide his clients in the areas of wealth accumulation and preservation, asset allocation, planning for retirement and education, as well as insurance and estate planning. Freeman earned his B.A. from Providence College. He looks forward to providing you the professional guidance you need to help you pursue your financial goals.

Freeman holds the following registrations through LPL Financial: Series 7, 63, and 66
CA Insurance License #0D86923

Freeman is registered to discuss and/or transact securities business with residents of the following states: AZ, CA, NV, RI

Freeman Leung is a Registered Representative with LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NuVision Federal Credit Union is not affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

Full Financial Planning and Analysis

Our experienced, Financial Consultants will evaluate your current savings, insurance and investment portfolio to create a personalized plan that works toward pursuing your financial goals.

Retirement Planning

We’ll discuss your retirement goals and strategies that may help you generate income for retirement.

Estate Planning

A well-organized plan may help you protect your assets and reduce estate taxes so you can leave as much as possible to your beneficiaries.

Education Savings Plan

Learn more about tax-advantaged accounts for school and college savings.

Mutual Funds, Annuities, IRAs, Stocks and Bonds

Financial Consultants can explain the advantages and disadvantages of various investment products to help determine which may be right for you.

Disclosure:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NuVision Federal Credit Union is not affiliated with LPL financial. Investment and insurance products are:

Not NCUA Insured No Credit Union Guarantee May Lose Value

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.man Leungd manma