About
Advice, delivered through a Financial Advisor, is at the core of Kern Schools Wealth Management Investment & Insurance Services. Our Financial Advisors registered through LPL Financial can help you establish your financial goals, assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio that will help you realize your goals. In addition, your Financial Advisor will review your plan and your portfolio periodically to help you keep them in line with changes in your life and market conditions. Kern Schools Wealth Management Investment & Insurance Services provides through LPL Financial a full range of investment products and services to Credit Union members as well as non-members.
