Bay Federal Credit Union
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Bennett Bilgere

Bennett Bilgere

LPL Investment Advisor Representative At Bay Federal Credit Union

bbilgere@bayfed.com
831.479.6000 option 7 (Direct)
888.4BAYFED option 7 (Toll Free)

Bennett 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, Bennett 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 all year round. Those things he loves to do include playing golf and disc golf, mountain biking, working out at the gym, and watching Bay Area sports.

Bennett finds the most rewarding part of Investment Services is getting to know the credit union members and seeing their financial confidence grow.

“I believe your hard work should pay off, and the best way to ensure that is with a financial plan to address your needs.”

CA Insurance Lic. #4090289

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