Kinecta Wealth Management
Kinecta Wealth Management has served the South Bay for more than 30 years, offering guidance on all stages of clients’ financial journeys.
What is the first step when a new client joins Kinecta wealth management?
Laura Tompkins, private client manager: After learning where my clients stand financially and where they’d like to go, I can connect them with my team of specialists—either in wealth management, insurance services or outside business partners in the tax, insurance or legal fields. With this comprehensive team of specialists, we can assist in the most complex of situations. Having me as their point of contact simplifies and streamlines their experience.
How do you ensure Kinecta Wealth Managment stands out?
Whitney Bullock, manager of financial planning, LPL registered principal: We are focused on the importance of planning and delivering specialized guidance at the time it is most needed, utilizing a single point of contact with access to, and support of, highly experienced and qualified partners. The advice hierarchy begins with managing money, moving toward achieving goals and then to financial independence. We see the top of the hierarchy as our clients’ fulfillment, which includes accomplishing their life’s purpose and leaving a legacy. Kinecta Wealth Management is proud of our commitment to guiding clients through this hierarchy.
Justin Fleming, LPL financial advisor: Witnessing my clients pursue what is most important to them through a plan we have created and worked on together brings me immense satisfaction. Knowing that I have positively impacted their lives is the best feeling in the world.
Farhang “Frank” Azizi, LPL financial advisor: One of the aspects I enjoy most about my job is the opportunity to develop long-lasting, personal relationships with clients. My approach centers on the financial plan, empowering them with the flexibility and freedom they deserve when making investment decisions. I carefully tailor financial portfolios to match each individual’s unique needs and aspirations.
What industry trend are you leading?
Kinecta Wealth Management places as much importance on protecting the assets we help our clients accumulate as we do in helping grow those assets. This protects not only the items being insured but also their accumulated financial assets and future income.
Paul Smith, insurance specialist, CA Insurance Lic. #0E67251: It is my honor to work in a profession that allows me to protect and help families and businesses maintain their dreams and lifestyles. The protection we’ve provided has given families the ability to move forward with financial confidence after an unplanned loss or setback.
Howard Martinez, qualified plans specialist, LPL financial advisor: Business owners have unique needs, whether it’s insurance or retirement planning. As a specialist in this area, I provide guidance for their needs.
Eric Johnson, LPL financial advisor: Credit union members find signing up for Medicare to be overwhelming—the when, where and how. In my role, I assist in all aspects of the process, which includes educating clients and providing Medicare Supplement insurance.
What are your goals for your business in 2024?
Our goal for 2024 is to further develop and incorporate our complete financial wellness model. Financial wellness not only includes guidance surrounding wealth positioning and accumulation but also decumulation, including insurance and health care strategies.
Do you participate in community philanthropy?
Last year Kinecta Federal Credit Union and Kinecta Wealth Management donated more than $1.2 million and approximately 6,400 hours. Come join us at the California Great Santa Stroll on December 9, supporting Mychal’s Learning Place!
Disclaimer: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kinecta Federal Credit Union and Kinecta Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kinecta Wealth Management and are employees of Kinecta Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kinecta Federal Credit Union or Kinecta Wealth Management. Certain fixed insurance products may also be offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union. Securities and insurance offered through LPL or its affiliates and fixed insurance products offered through Kinecta Financial & Insurance Services are: