Bienestar Financial Advisors
Get personalized management based on your real-life goals, including a full line of products and services. Your advisor will get to know you and your needs and offer ongoing advice based on your lifestyle. Includes tax savings opportunities, investment-based strategies, as well as one-on-one calls and meetings.
Your retirement goals and expectations matter. Our advisors can help you pinpoint the financial vehicles that fit your needs, from Traditional IRAs to Roth IRAs, to maximizing your company-based retirement plans with 401(k) and 403(b) rollovers. Plus, we’ll help protect what’s yours with insurance options, education planning, wealth transfers, and estate planning.
Get Started
Where do you want to be in 10, 20, or even 50 years? Our experienced and knowledgeable professionals, along with a wealth of online tools could help you start your financial wellness journey.
Bienestar Financial Advisors always have your someday in mind, from mutual funds and annuities, to IRAs, 529 plans, insurance and overall investment advice based on your needs.
With the right financial tools, you have a better chance of reaching your goals. We’re your partners in success.
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. PAHO/WHO Federal Credit Union, Bienestar Financial Planning and Bienestar Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bienestar Financial Planning and Bienestar Financial Advisors and may also be employees of PAHO/WHO Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PAHO/WHO Federal Credit Union, Bienestar Financial Planning, Bienestar Financial Advisors and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Pennsylvania, Arizona, California, Delaware, Florida, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. Insurance licensed in Pennsylvania, Arizona, Delaware, Florida, New Jersey, Ohio, South Carolina, and Virginia. Please note that not all of the investments and services mentioned are available in every state or by every representative associated with this site.
PAHO/WHO Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck:
