Georgeen Cepeda
LPL Financial Advisor
Contact
Flagship Financial Group
Located at American Airlines Federal Credit Union
1821 West Rio Salado Parkway
Tempe, AZ 85281
(480) 586-9016 Direct
(877) TEAM FFG
Georgeen.Cepeda@AACreditUnion.org
Send me a messageI take a cohesive planning approach starting with a comprehensive picture of your current goals and then tailor strategies and recommendations that align with your long-term goals. I strive to connect with each client, listening closely to their priorities, values, and challenges. I thrive on building lasting and meaningful relationships with all my clients. I'm truly passionate about giving each client the best chance to enjoy their loved ones, the life they created, and the retirement they aspire to have.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Contact Georgeen Cepeda for a no-cost, no-obligation consultation.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Accreditations & Services
- 401(k) planning
- Wealth management
- Wealth preservation
- General investment management
- Education funding
- Comprehensive financial guidance
- Retirement planning
- Retirement income planning
- Tax-advantaged investment planning1
- Insurance planning
1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither LPL Financial nor any of its representatives may give legal or tax advice.
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CRC conferred by InFRE®
Certified Plan Fiduciary Advisor®, (CPFA®)
The CFP® certification marks are not affiliated with LPL Financial.
CHARTERED RETIREMENT PLANNING COUNSELOR® and CRPC® are registered service marks of the College for Financial Planning®.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. American Airlines Federal Credit Union and Flagship Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagship Financial Group, and may also be employees of American Airlines Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Airlines Federal Credit Union or Flagship Financial Group. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
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