Nuvision Investment Planning Support Consultant Nuvision investment consultant

Investment Services

THE LPL FINANCIAL CONSULTANTS LOCATED AT NUVISION CREDIT UNION ARE HERE TO HELP

Take charge of your future.
No 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.

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 LPL Financial full-service financial planning partner can help you get started on the right track.



Craig Fein

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, Fountain Valley Branch, Costa Mesa Branch, 17th Street Branch and Laguna Hills Branch

Read Craig's Bio  +

Craig possesses over 15 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 20 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.

Logo Linking to Broker Check Website

Boris Castillo

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 Bolsa Branch, Lakewood Branch, Leisure World Branch, Huntington Beach Boeing Onsite Branch and Mesa, Arizona Branch

Read Boris' Bio  +

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.

Logo Linking to Broker Check Website

Warren Friedland

Warren Friedland, LPL Financial Consultant
CA Insurance License #0J13130
Phone: 424-367-9684
Email: warren.friedland@lpl.com
Serving Mission Hills Branch, Monterey Park Branch and Downtown Los Angeles Branch

Read Warren's Bio  +

Warren brings dedication with assisting people live their best life. Raised in Los Angeles, Warren spent nearly two decades working in the fitness industry in multiple roles focusing on improving individuals overall health. Warren then decided to take his continued passion for service by shifting from individual’s body health to individual’s financial health. He began by working alongside his step-father, a seasoned financial advisor at National Planning Corporation (NPC). While at NPC, Warren assisted his step-father with the financial matters of pre-retired and retiree clients while building his own practice focusing on the financial needs of generation X and Y.

Warren views everyone’s personal financial situation as unique to them. He believes that there is no “one size fits all” strategy. By taking a holistic approach to money management and overall financial advising Warren has found success assisting clients with setting goals and implementing a personalized strategy to pursue those goals.

Currently, Warren is enrolled in UCLA’s Personal Financial Planning certificate program and will sit for the Certified Financial Planning (CFP®) examination in 2019. An avid proponent of prudent financial planning, Warren serves on the Board of Directors of Financial Planning Association- Los Angeles chapter. Warren holds the following registrations Series 7, 63 and 65 through LPL Financial. CA Insurance License# 0J13130 Warren is registered to discuss and/or transact securities business with residents of the following states: CA

Warren Friedland 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.

Logo Linking to Broker Check Website

mansour Pic

Fadi Mansour, CFP®, LPL Financial Consultant 
CA Insurance License #0G23953
Phone: 424-634-0436  
Email: fmansour@kinectafinancial.org  
Edinger Branch, Laguna Hills Branch and parts of Orange County

Read Fadi's Bio  +

As a member of our team, Fadi Mansour, CFP®, brings over a decade of experience in financial services. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2011. His experience includes investment management, fee-based financial planning, insurance and risk management, employee benefits, and retirement planning. Prior to joining LPL Financial at Nuvision Federal Credit Union, Fadi’s prior work experience included Goldman Sachs and Merrill Lynch. Fadi is a fee-based, comprehensive, financial planner. Taking a thorough, all-encompassing approach, his goal is to provide his clients with sound financial advice and a greater confidence in pursuing their financial goals. He assists individuals and businesses in the development and implementation of strategies to help pursue financial goals. Fadi takes the time to get to know his clients, allowing him to focus on each client’s particular and unique situation.

Fadi is a graduate of Cal Poly, San Luis Obispo, CA where he received his degree in Business and Economics. He later continued with his studies by taking courses towards his CFP designation. Fadi lives in Costa Mesa with his wife and son. He is outgoing, loves to travel, and is an active member in his church and community.

Fadi holds the following registrations through LPL Financial: FINRA Series 6, 7, 63 and 66 CA Insurance License #0G23953

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

Fadi Mansour 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.

Logo Linking to Broker Check Website



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

Not Credit Union Guaranteed

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.

Logo Linking to Broker Check Website