John Marek: MEMBERS Financial Services Advisor
Financial Advisor John Marek has joined the MEMBERS Financial Services Program* located at Sandia Laboratory Federal Credit Union.
John comes to SLFCU with 14 years of experience in investment planning. “I have learned the value of using a disciplined approach and paying close attention to detail,” John says. “This business is built on relationships, trust, and candor. Members always come first.” He is excited to combine his years of experience with his passion for helping people achieve financial success.
John earned a BBA in Finance from New Mexico State University, an MBA in Finance from the University of New Mexico, and the Accredited Investment Fiduciary (AIF) designation. “My goal is to advise members thoughtfully,” he says, “and serve them and their loved ones well, now and in the future.”
SLFCU members may meet with a MEMBERS Financial Services advisor at no cost or obligation. To make an appointment with John, please call 505.237.3930.
He is available to meet with SLFCU members to discuss:
- Financial and Insurance Planning
- Tax-advantaged Investment Planning
- Wealth Management
- Long Term Care Insurance
- Retirement Income Planning
- 401(k) Planning
- Education Funding
- Charitable Giving Strategies
*MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2211920.1-0818-0920
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