OneAZ Wealth Management is a team of LPL Financial Wealth Advisors located across the OneAZ Credit Union branches. We are committed to offering the credit union members, associates, and the greater Arizona community the opportunity to work towards financial independence and enhance their quality of life. We provide holistic wealth management guidance for investing, insurance, retirement, and financial planning strategies.

- - - - - 

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA (https://www.finra.org) & SIPC (https://www.sipc.org)  
Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union and OneAZ Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU. These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of OneAZ CU or OneAZ Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


OneAZ Wealth Management

Org chart

Teams

Offices

OneAZ Wealth Management

Org chart

Teams

Offices

Related companies