Kinecta Wealth Management
Above L to R: Laura Tompkins, Paul Smith, Frank Azizi, Justin Fleming, Whitney Bullock
Headquartered in Manhattan Beach, Kinecta has provided financial guidance for credit union members in the South Bay for more than 80 years. The Kinecta Wealth Management team consists of professionals who each have more than 20 years of experience in the financial industry: Laura Tompkins, private client services manager and and LPL registered representative; Farhang “Frank” Azizi, LPL financial advisor; Justin Fleming, LPL financial advisor; Whitney Bullock, LPL financial planner and Certified Wealth Strategist®; and Paul Smith, insurance specialist.
Share some of your accomplishments.
Kinecta Wealth Management has been recognized in the top five credit unions with LPL Financial for the last 15 years. Kinecta Wealth Management was honored to be chosen in 2021 as the South Bay’s Best Financial Planning Company in the Daily Breeze and Beach Reporter Readers’ Choice awards.
Do you participate in philanthropy?
As a subsidiary of Kinecta Federal Credit Union, we are proud to contribute to and participate in many activities supported by the Kinecta Community Foundation. Together with the credit union, in 2022 we donated more than $1.2 million to charitable causes, volunteered over 6,300 hours and participated in more than 200 community events.
Tell us about changes you have made in your business.
As client needs become more complex, it is essential to have experts for each facet of their financial life. In 2019 we added a financial planning division and have since led our client interactions with a planning-first approach. Planning led to the need for an insurance specialist who is capable of addressing the most complicated needs for asset protection. In 2021 Kinecta Wealth Management introduced our private client services. We recognized the need for a single point of contact who is always available and can facilitate important conversations with experts on the team. This year, we will add a property and casualty insurance agent to our team so we can ensure the assets of our clients have the appropriate protection.
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: