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PenFed Wealth Management

Life throws a lot your way. Let PenFed Wealth Management be your partner in building a secure financial future.

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For more information about this firm, check FINRA’s BrokerCheck.

LPL Financial Advisor

Region

Action

Doug Adams

GA, SC, FL, TX, IL, AL, NC

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Delia Arhiri

VA, DC, DE, MD

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Dr. Tahsin Faruki

MD, LA, VA

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Diego Garcia

Mayaguez and Ponce branches

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Chris Kaminaka

AK, HI

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Gail E. Lesh

CO, DC, DE, KY, MD, NJ, NV, PA, TN, VA, WV

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Alexandra Márquez

Puerto Rico

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Carlos Torres Negron

Puerto Rico

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Merry Scala

CA, FL, MA, NJ, NY, SC

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Jon Thompson

TX, NM, OK, MO, AL, LA, AR, KS, CO, NV, AZ, NE

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James H. Van Wert, JR.

AZ, DE, FL, MD, NC, NY, PA, WI

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Trey Van Wert

PA, DE, MD, NY, SC

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LPL Financial Form CRS.

*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. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. 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

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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 advisory services.

Please visit Institution Plain English Disclosure for more detailed information.


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PenFed credit union is federally insured by the National Credit Union Administration. Rates are current as of May 2025 unless otherwise noted and are subject to change.

APY = Annual Percentage Yield
APR = Annual Percentage Rate


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