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Investment Services at Bay Federal Credit Union Welcomes LPL Investment Advisor Representative Bennett Bilgere

Bennett Bilgere EE Directory

Capitola, CA — January 19, 2021 – The Investment Services at Bay Federal Credit Union team, located in Capitola, CA, has announced the addition of Bennett Bilgere as their new LPL Investment Advisor Representative.

Mr. Bilgere has been working in the financial industry since he joined Bay Federal in 2014. He chose to become an investment advisor representative because it allowed him to combine his interest in financial markets with his passion for helping people. After seeing the effect of the 2008 recession on his parents’ retirement plans, he learned the real value in financial planning.

Growing up in Santa Cruz, Mr. Bilgere went on to earn his Bachelor’s Degree in Economics from Sonoma State University. He moved back to the area after college, since Santa Cruz provides opportunities for everything he loves to do
and the weather to do it year round. This includes playing golf, working out, and watching Bay Area sports.

Mr. Bilgere finds the most rewarding part of Investment Services is getting to know more about Bay Federal’s members and seeing their financial confidence grow.

“I believe your hard work should pay off,” he says. “The best way to ensure that is with a financial plan custom fit to your needs.”

LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, offering insurance and investment services to approximately 800 banks and credit unions nationwide.* LPL provides personalized support, a robust, integrated technology platform, investment solutions and practice management resources that enable the delivery of objective financial advice.

*Source: 2018/2019 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.

About LPL Financial

LPL Financial (https:/www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer. We serve independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

†Based on total revenues, Financial Planning magazine, June 1996-2020

Contact: Tonée Picard, EVP/Program Manager
Investment Services at Bay Federal Credit Union
831.477.8525
tpicard@bayfed.com  

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