Kern Schools’ Wealth Management division is here to help you make financial decisions based upon your risk tolerance and investment timelines. Together, we’ll develop a plan to assist you in reaching your financial goals.

  • Retirement Planning
  • Estate Planning
  • Annuities
  • Charitable Giving
  • Financial Needs Analysis
  • Inheritance
  • Brokered CDs
  • IRA Options
  • Life Insurance
  • Tax Strategies
  • 403(b), Roth 403(b), and 457(b)
  • 401(k) / Pension Rollovers
  • Mutual Funds
  • And Much More!

Learn More About Our Products, Services, and Advisors

Contact Kern Schools Wealth Management Today!

Call Today:
(661) 833-7730

Monday – Thursday: 9:00 a.m. – 5:00 p.m.
Friday: 9:00 a.m. – 6:00 p.m.
Saturday: 9:00 a.m. – 1:00 p.m.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Kern Schools Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Kern Schools Federal Credit Union are not endorsed, recommended or guaranteed by Kern Schools Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Kern Schools Federal Credit Union and Kern Schools Wealth Management Investment and Insurance Services are not registered broker/dealers and are not affiliated with LPL Financial. Kern Schools Federal Credit Union has contracted with LPL Financial to make non-deposit investment products and services available to credit union members.