PAHO/WHO Federal Credit Union launches Bienestar Financial Advisors
WASHINGTON, DC (February 29, 2024) — PAHO/WHO Federal Credit Union proudly announces the launch of Bienestar Financial Advisors, which offers investment advisory and financial planning services through LPL Financial, LLC.
The Credit Union wanted to enhance their offerings and provide a more robust, personalized approach to members’ financial planning needs. In Spanish Bienestar means wellness and prosperity. The name Bienestar Financial Advisors was selected to reflect the natural extension of PAHO/WHO FCU’s commitment to serving the global health community. For the first time, members can get investment advisory and personalized management based on their real-life goals with advisors who can help pinpoint the financial vehicles that best meet their retirement needs.
“With 75 years of proudly serving the global health community, we recognize the vital connection between financial health and overall wellness. The Bienestar Financial Advisors expansion into investment advisory and financial planning services helps further our mission of helping members live better, healthier financial lives,” said Miguel Boluda Jr., President/CEO of PAHO/WHO FCU.
As a leading provider of investment program services, LPL Financial works with banks and credit unions to navigate the regulatory environment, broaden offerings and allocate resources more effectively.
About PAHO/WHO Federal Credit Union
PAHO/WHO Federal Credit Union (pahofcu.org) has for over 70 years proudly served the global health community by helping members live better, healthier financial lives. With assets of over $290 million and serving 7,500 members, the Credit Union strives to live the values of integrity, respect, and solidarity every day while serving members of the global health community.
About Bienestar Financial Advisors
Bienestar Financial Advisors (bienestaradvisors.org) offers investment advisory and financial planning services through LPL Financial, LLC. To learn more visit bienestaradvisors.org.
About LPL Financial, LLC
LPL Financial, LLC (lpl.com), an independent broker dealer, is a leader in the retail financial advice market. LPL serves more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor firms nationwide. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
