Our Services

Advice, delivered through a Financial Advisor, is at the core of Kern Schools Wealth Management Investment & Insurance Services. Our Financial Advisors registered through LPL Financial can help you establish your financial goals, assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio that will help you work toward your goals. In addition, your Advisor will review your plan and your portfolio periodically to help you keep them in line with changes in your life and market conditions. Kern Schools Wealth Management Investment & Insurance Services provides access through LPL Financial a full range of investment products and services to Credit Union Members as well as non-Members.



  • Term Life Insurance
  • Long Term Care Insurance
  • Financial Planning
  • Retirement Planning
  • 403b Solutions
  • College Planning
  • Investment Advice
  • Brokered CD's
  • Tax Advantage Strategies
  • Wealth Accumulation and Preservation Strategies ... with a full range of Investment products available through LPL Financial 
  • Stocks
  • Bonds
  • Mutual Funds
  • Tax Deferred Annuities









For specific tax advice please consult a qualified tax professional.