Pasadena Federal Credit Union has partnered with Aldrich Wealth Management Group to offer members access to comprehensive retirement and investment services through LPL Financial. These services include retirement planning, risk management, estate and tax strategies, education funding, and investment guidance. Members can schedule personalized consultations with Financial Advisor Delio Jaramillo, who is bilingual in English and Spanish, to develop tailored financial plans. Additionally, Pasadena FCU provides Individual Retirement Accounts (IRAs) with competitive rates and tax advantages, including Traditional, Roth, and Coverdell Education Savings Accounts. To learn more or schedule a consultation, visit the Retirement & Investment Services page.
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