About Us

Our Story

Welcome to Kinecta Wealth Management, a wholly-owned subsidiary of Kinecta Federal Credit Union. As a leading financial services firm founded in 1991, we provide comprehensive products, services and advice, reinforcing Kinecta's aim of guiding credit union members and communities toward financial freedom. Our mission is to enrich our clients’ lives by helping them accumulate, preserve, enjoy, and distribute their wealth. This commitment extends to both clients and credit union members, and our discovery process ensures a deep understanding of your unique needs and aspirations. Through thoughtful asset management and financial guidance, we work with you to develop a strategy that aligns with your goals.

With multiple branch locations primarily in California and New York, the financial advisors are licensed in all 50 states, ensuring accessibility for clients across the nation. Kinecta Wealth Management serves more than $2 billion in client brokerage and advisory assets (as of January 2024) through Ameriprise Financial Services, LLC our experienced financial advisors enable us to provide effective wealth management strategies.

Meet The Team

Meet The Team

An experienced advisor can help you design a customized financial strategy that strives to grow and protect wealth, generate income and leave a legacy for future generations.

At Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, our core philosophy revolves around goal-based financial planning. Our experienced advisors collaborate closely with clients to create customized programs that adapt with your changing needs. Establishing a line of open communication allows us to provide you with access to specialized resources to help pursue your goals.

We are driven by the values of trust, honesty, and integrity, firmly believing values matter in everything we do. You can trust our dedicated team will provide the guidance and support necessary to help you navigate your financial journey with confidence.

Find a Financial Advisor

  • Austin Arata, MBA
  • Casi DiLeva, CRPC®
  • Darin McLeish, AAMS®
  • Donna McNeely
  • Edwin Yi, MBA
  • Eric Schwartz
  • Eric Johnson
  • Farhang "Frank" Azizi, APMA®, CRPC®
  • Greg Elia, Registered Principal
  • Henry Narvaez
  • Justin Fleming
  • Kyle Cryer, APMA®
  • Rita Labeta
  • Sami Harper
  • Sean Patikas-Hunter
  • Sean Tompkins
  • Steve Lee
  • Taylor Cryer
  • Todd Augustine
  • Whitney O'Quinn, CWS®, Registered Principal

Advisors

Austin Arata, MBA

Austin Arata, MBA

CA Insurance License #0K30604 Financial Advisor

310.643.3207

424.443.7861

Casi DiLeva, CRPC®

Casi DiLeva, CRPC®

CA Insurance License #0762540 Financial Advisor, Wealth Advisor

310.643.2234

424.655.3799

Darin McLeish, AAMS®

Darin McLeish, AAMS®

CA Insurance License #0B64922 Financial Advisor

310.643.3523

714.495.2007

Edwin Yi, MBA

Edwin Yi, MBA

CA Insurance License #4250780 Financial Advisor

310.643.2265

424.496.6250

Eric Schwartz

Eric Schwartz

CA Insurance License #0D50127 Financial Advisor, Wealth Advisor

310.643.2588

424.377.8790

Eric Johnson

Eric Johnson

CA Insurance License #0D18497 Medicare Specialist, Financial Advisor

310.643.3376

424.732.2622

Farhang

Farhang "Frank" Azizi, APMA®, CRPC®

CA Insurance License #0D57226 Financial Advisor

310.643.2547

424.480.5322

Henry Narvaez

Henry Narvaez

CA Insurance License #0G17745 Financial Advisor

310.643.2760

424.392.7599

Justin Fleming

Justin Fleming

CA Insurance License #0D20522 Financial Advisor

310.643.2443

424.380.7693

Kyle Cryer, APMA®

Kyle Cryer, APMA®

CA Insurance License #0K23179 Financial Advisor

310.643.2292

424.622.0590

Rita Labeta

Rita Labeta

Financial Advisor

585.545.2080

585.535.6802

Sami Harper

Sami Harper

CA Insurance License #1492546 Financial Advisor

310.643.2602

424.484.9558

Sean Patikas-Hunter

Sean Patikas-Hunter

CA Insurance License #0D33760 Financial Advisor, Wealth Advisor

310.297.4351

424.496.3042

Sean Tompkins

Sean Tompkins

CA Insurance License #0I15242 Financial Advisor

310.643.3252

424.392.7642

Steve Lee

Steve Lee

CA Insurance License #OE94359 Financial Advisor

714.255.9615

714.650.8481

Taylor Cryer

Taylor Cryer

CA Insurance License #4031183 Financial Advisor

310.643.5516

424.279.7154

Todd Augustine

Todd Augustine

CA Insurance License #0M53474 Financial Advisor

310.643.2576

747.346.1529

Management

Donna McNeely

Donna McNeely

CA Insurance License #0A78448 President, Kinecta Wealth Management

310.643.2262

Greg Elia

Greg Elia, Registered Principal

CA Insurance License #0K18371 Director, Operations & Compliance

310.643.3273

Whitney O'Quinn, CWS®

Whitney O'Quinn, CWS®, Registered Principal

CA Insurance License #0D94440 Sr. Manager, Financial Planning and Advisor Development

310.643.2743

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.

Kinecta Wealth Management is a wholly-owned subsidiary of Kinecta Federal Credit Union. Kinecta Federal Credit Union is a separate entity from Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. Kinecta Wealth Management and Kinecta Federal Credit Union are not affiliated with Ameriprise Financial Services, LLC.