The Investment Services at Bay Federal Credit Union team has announced the addition of Bennett Bilgere as their new LPL investment advisor representative.
Bilgere has been working in the financial industry since he joined Bay Federal in 2014. He chose to become an investment advisor representative because it allowed him to combine his interest in financial markets with his passion for helping people. After seeing the effect of the 2008 recession on his parents’ retirement plans, he learned the real value in financial planning.
Growing up in Santa Cruz, Bilgere went on to earn his bachelor’s degree in economics from Sonoma State University. He finds the most rewarding part of Investment Services is getting to know more about Bay Federal’s members and seeing their financial confidence grow.
“I believe your hard work should pay off,” he says. “The best way to ensure that is with a financial plan custom fit to your needs.”
LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, offering insurance and investment services to approximately 800 banks and credit unions nationwide.* LPL provides personalized support, a robust, integrated technology platform, investment solutions and practice management resources that enable the delivery of objective financial advice. *Source: 2018/2019 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.
Bennett Bilgere