Financial Planning

Pima Federal Credit Union works with LPL Financial to provide you with independent, unbiased advice. Our registered LPL representative has no product quotas, so Lisa can customize your portfolio to any financial strategy to fit your lifestyle.

Contact our LPL Financial Registered Representative, Lisa Zak, to discuss:

• Investing during turbulent times
• Business retirement plans (for you and your employees)
• 401(k) rollovers
• Estate planning
• Asset management
• College planning
• Financial planning

Set up an appointment with Lisa Zak at:

(520) 262-9752 or email Lisa at Lisa.zak@lpl.com. 

Securities and Insurance Products offered through LPL Financial and its affiliates, member FINRA/SIPC.

Members must be informed that the Financial Planning products through LPL Financial are not federally insured, are not obligations of the credit union, are not guaranteed by the credit union and involve investment risks.