Broker Check

Social Security

Social Security is one of the most important decisions you will face in retirement – a decision that could potentially result in accumulating additional retirement income.

When you think about Social Security, what comes to mind?💭
🔹 Do you worry if it will still be around for you when you retire?
🔸 Do you wonder how much you can expect to receive each month?
🔹 Are you aware of when you can start taking your benefit, or what you can do to maximize it⁉️

View the video of our Social Security' webinar and access the Powerpoint slides:

Adrienne Alvarez
Serving Huntington Beach

LPL Financial Advisor, CA Insurance License #0D88579

310.643.2257

310.536.3829

adrienne.alvarez@kinectawealth.org

Serving Huntington Beach I am an LPL Financial Advisor with Kinecta Wealth Management, where my primary focus is helping clients with their financial needs and guiding them toward achieving their goals. I strive to build close...

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Austin Arata
Serving Torrance - Skypark

LPL Financial Advisor, CA Insurance License #0K30604

310.643.3207

310.536.5860

austin.arata@kinectawealth.org

Serving Torrance - Skypark As an LPL Financial Advisor with Kinecta Wealth Management, my primary focus is retirement planning, investments and estate planning. I firmly believe everyone deserves the opportunity to secure their...
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Bart Fernelius, CFP®
Serving Warner Center & Malibu

LPL Financial Advisor, CA Insurance License #0622484

818.716.1140

818.719.8672

bart.fernelius@kinectawealth.org

Serving Warner Center and Malibu As an LPL Financial Advisor, I have dedicated my career to assisting individuals before and during retirement. I’ve been with Kinecta Wealth Management for over 30 years and bring a wealth of...
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Corinne Doi-Majorino
Serving Tustin & Fountain Valley

LPL Financial Advisor, CA Insurance License #0C47842

310.643.3523

310.727.3765

corinne.doi@kinectawealth.org

Serving Tustin and Fountain Valley I am an LPL Financial Advisor with Kinecta Wealth Management, where my primary responsibilities revolve around assisting clients with financial products and services that address their goals and...

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Eric Johnson 
Serving Lakewood

LPL Financial Advisor, CA Insurance License #0D18497

310.643.3376

562.531.6917

eric.johnson@kinectawealth.org

Serving Lakewood As an LPL Financial Advisor with Kinecta Wealth Management, my primary responsibility is to assist and guide clients in creating the best strategies for their financial futures. With over 37 years of experience in the...
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Frank Azizi
Serving Manhattan Beach

LPL Financial Advisor, CA Insurance License #0D57226

310.643.2547

310.536.3800

farhang.azizi@kinectawealth.org

Serving Manhattan Beach As an LPL Financial Advisor with Kinecta Wealth Management, I aim to provide clients with personalized wealth management experience. With over 21 years of experience in the financial services industry, I bring a...

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Jeffrey Davis, AAMS, Serving Goleta and Thousand Oaks

LPL Financial Advisor, CA Insurance License #4000719

310.643.2258

310.536.3830

jeffrey.davis@kinectawealth.org

Serving Goleta and Thousand Oaks. As a Financial Advisor with Kinecta Wealth Management, I help clients pursue their financial goals through goal setting, planning, proper asset management and investing. Combined with over five years...

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Justin C. Fleming
Serving Redondo Beach and Manhattan Beach

LPL Financial Advisor, CA Insurance Lic. #0D20522

310.643.2443

310.727.9181

justin.fleming@kinectawealth.org

Justin has been committed to helping credit union members work toward growing and protecting their wealth since 2003...

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Katie Lacina, CFP®
Serving Brea

LPL Financial Advisor, CA Insurance License #0D89303

714.255.9615

310.536.4990

katie.lacina@kinectawealth.org

Katie will assist you with building a successful financial planning practice...

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Kyle Cryer
Serving El Segundo

LPL Financial Advisor, CA Insurance License #0K23179

310.643.2292

kyle.cryer@kinectawealth.org

As an LPL Financial Advisor with Kinecta Wealth Management, I am dedicated to helping clients pursue their life goals and providing them with financial confidence. With over 12 years of experience in the financial services industry, my...
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Ozzie Sayon
Serving Gardena 

LPL Financial Advisor, CA Insurance License #0I18894

310.643.2760

310.536.3610

oswaldo.sayon@kinectawealth.org

Serving Gardena As an LPL Financial Advisor with Kinecta Wealth Management, I conduct in-depth interviews with clients to gather essential information such as their current income, expenses, insurance coverage, tax status and risk...

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Rita Labeta
Serving Rochester, New York

LPL Financial Advisor

585.545.2080

310.536.3631

rita.labeta@kinectawealth.org

Serving Rochester, New York As an LPL Financial Advisor with Kinecta Wealth Management, I am dedicated to helping clients make the most of their assets by identifying areas of opportunity and improvement. With 10 years of experience in...

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Sean Tompkins
Serving Torrance - PCH

LPL Financial Advisor, CA Insurance License #0I15242

310.643.3252

310.536.4953

sean.tompkins@kinectawealth.org

I am an LPL Financial Advisor with Kinecta Wealth Management. With over 12 years of experience in the financial services industry, my primary responsibility is to provide advice and guidance to my clients. I focus on financial planning...
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Todd Augustine

Serving Warner Center

LPL Financial Advisor, CA Insurance License #0M53474

310.643.2576

310.536.3878

todd.augustine@kinectawealth.org

Serving Warner Center As an LPL Financial Advisor, I am privileged to help families and business owners build customized financial strategies aimed to achieve their financial goals through asset management, financial planning and...

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Wynston Mackie
Serving El Segundo and Westchester

LPL Financial Advisor, CA Insurance License #0L68362

562.210.9191

310.536.3632

wynston.mackie@kinectawealth.org

Serving El Segundo and Westchester I am an LPL Financial Advisor with Kinecta Wealth Management, bringing over 15 years of financial services industry experience. My passion lies in helping people pursue prosperous financial futures....
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