NuVision FCU September 2014
Upcoming Seminar | Retirement Planning: It's Never Too Soon or Too Late to Start

September 22, 2014
7812 Edinger Avenue
Huntington Beach, CA 92647

For an invite, please contact:

Craig Fein
LPL Financial Consultant
CA Insurance License #0E56240
Located at NuVision Federal Credit Union
Serving Orange County

About Craig Fein
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 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. Insurance and investment products are: Not NCUA Insured, Not Credit Union Guaranteed, May Lose Value.

Dwight Lee is a LPL Financial Consultant located at NuVision Federal Credit Union. If you have any questions or would like to make an appointment, please call Dwight Lee at 714.375.8227 or Craig Fein at 714.375.8222.

Representatives are not tax advisors or legal experts. For information regarding specific tax situations, please contact a tax professional. For legal advice, consult an attorney. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union. CA Insurance License #0E24631. Insurance and investment products: 1) are not NCUSIF insured; 2) are not obligations of or guaranteed by the credit union or any affiliated entities; 3) involve investment risk, including possible loss of value. Kinecta Financial & Insurance Services and Kinecta Federal Credit Union are not affiliated with LPL Financial. Some insurance products available to California residents only.

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NuVision Federal Credit Union
7812 Edinger Avenue
Huntington Beach, CA 92647


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