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While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 800.854.9846 ext.6.

We are always here for you.

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<br />Banking Done Different

Let's design a customized financial strategy that strives to grow wealth, generate income and leave a legacy for future generations.

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Chart Your Course Towards Financial Success

We help create a strategy tailored to your financial needs and goals.

Our Process

Experience helping Southern Californians pursue their financial goals.

Our History

Trust. Honesty. Integrity. Values matter, and we live by ours every day.

Our Values

Credit Union Member Centered

 At Kinecta Wealth Management, we know that you want to grow and preserve your wealth. You aim for financial prosperity for yourself and your family.

In order to do that, you need professional guidance to ensure you have the most suitable plan for the future you envision.

The problem is that there are many investment options when it comes to investing and it's hard to know who to trust. Our Financial Advisors are here for you. For years, we’ve helped Southern Californians pursue their financial goals.

Let's start today! Make an appointment with your local Kinecta Advisor and create a financial game plan towards maximizing your success.

Whether your goals are simple or complex, together we’ll develop a realistic plan that can help keep you on track toward a secure financial future. From there, nurturing your investment plan is crucial, and we will be there with you every step of the way.

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<p>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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