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Financial planning made easy.
Plan for your financial future with our partner, Aldrich Wealth Management Group, providing access to LPL Financial. From wealth management to retirement solutions, their professional guidance and insight can help you pursue your investment goals.
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Take advantage of your Pasadena FCU membership to ensure you're on the right path by scheduling a one-on-one consultation with a professional today.
Backed by the strength and resources of LPL Financial, Aldrich Wealth Management Group aims to provide our members with investment services such as:
- Retirement Planning
- Risk Management
- Employee and Executive Planning
- Transition Planning
- Estate Planning
- Tax Management
- Education Planning
- Investment Planning
Your dedicated representative at Aldrich Wealth Management Group, Delio Jaramillo, is here to help. If you need further assistance with the paperwork, or need to review your portfolio, please contact delio@aldrichwealth.com to schedule an appointment or call directly at 626-646-3549.
We want to assure you that your investment account will be maintained and serviced at the highest level possible. The team at Pasadena Federal Credit Union is excited with this step in the growth of the Investment Services Program, and we hope to continue to earn your business for many years to come.
About Delio
Delio is passionate about enhancing client relationships and driving positive financial outcomes. Bilingual in English and Spanish, Delio specializes in retirement planning, financial planning, and investment strategies. Delio is a Registered Representative with securities offered through LPL Financial and is a member of FINRA/SIPC.
Delio A Jaramillo Jr.
Financial Advisor
LPL Registered Representative
626-646-3549
delio@aldrichwealth.com
Backed by the strength and resources of LPL Financial.