Whitney Bullock, CWS®, LPL Registered Principal CA Insurance License #0D94440
Manager, Financial Planning
Whitney Bullock ,CWS®, is the Manager of Financial Planning for Kinecta Wealth Management and supports the team of LPL Financial Advisors and our members through comprehensive financial planning. Whitney has over 20 years of experience in the financial services industry and prior to joining Kinecta Wealth Management was the Chief Compliance Officer for a broker-dealer and registered Investment Advisor.
Whitney is passionate about the role Credit Unions play in helping members to build better lives and is committed to serving the needs of our members through the financial planning process.
“This includes understanding what matters most to you, tailoring a financial plan to meet your unique goals using the latest technology and developing a long-lasting relationship to help keep you on track throughout your lifetime.”
Whitney holds the following registrations through LPL Financial: Series 7, 63, 66, 24 and 53.