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, LPL Financial Consultant
CA Insurance License #0E56240
Serving Edinger Branch, Magnolia Branch, Costa Mesa Branch and Laguna Hills Branch
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.
Boris Castillo, CFA, CFP®, LPL Financial Consultant
CA Insurance License #0C97046
Serving Bolsa Branch, Lakewood Branch, Leisure World Branch, Huntington Beach Boeing Onsite Branch and Mesa, Arizona Branch
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.
Thomas C. Buckley, LPL Financial Consultant
CA Insurance License #0F06456
Serving Downtown Los Angeles Branch and Monterey Park Branch.
Prior to Pasadena Service Federal Credit Union, Tom served as a financial advisor at Bank of America/Merrill Lynch, Edward Jones and UBS Financial Services, Inc. and as a vice president in Mellon Financial Corporation’s Private Wealth Management practice. A Chartered Retirement Planning Counselor, Tom earned his M.B.A from the University of Chicago with an emphasis in finance and his B.S. degree in business administration and psychology from the University of Wisconsin.
After living nearly 30 years in suburban Chicago Illinois, Tom and his wife Charlotte moved to Pasadena California in 2002. They are the parents of two married daughters and proud grandparents.
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.