Financial Planning

Thoughtful Finanical Guidance from Start to Finish

Welcome to Financial Planning for All

When it’s time to make critical financial decisions about your future, you need sound, objective advice from someone who knows you well.

The credit union, in partnership with the People’s Alliance Investment and Retirement Center serves our member’s six core financial need:

Cash, Credit, Income, Growth, Protection and Legacy

Daniel Campanelli

Daniel Campanelli, CFS, CRPC, CFP.
Vice President- Wealth Management

Daniel Campanelli, CFS, CRPC, CFP has been serving PAFCU members since 1998 using a four-step financial planning process. Customize solutions are based on individual needs, goals and objectives.

This service is always available to members and their families without any cost or obligation

For more information please contact Dan at 631.434.3500 x 214 or daniel.campanelli@lpl.com

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Virtual Seminars

Start finding answers at our Social Security and Retirement seminars at no cost or obligation to you. Travis Stanley from TruStage™ Annuities our credit union partner, will walk you through specifics about all your retirement questions.

CUNA sponsored Workshops are FREE to all Credit Union Members but space is limited.

Please follow our Facebook page at https://www.facebook.com/PeoplesAllianceFCU/ to get the latest updates on future seminars dates.

The 3 Transitions to Retirement

August 20th, 2025 06:00 PM
via Zoom

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. This workshop will answer your retirement questions and help you:

  • More confidently address the financial, lifestyle and emotional transitions to retirement
  • Guard against risks and manage the inevitable ones
  • Gauge when you’re ready for retirement

Register Now

Investment Diversification

September 8th, 2025 06:00 PM
via Zoom

Learn about portfolio diversification, investment landscape changes, how you can achieve you goal with the least amount of risk and how new annuity options help you rethink diversification.

Register Now

Rollover Planning

September 23rd, 2025 06:00 PM
via Zoom

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a rollover works

Register Now

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPIC). Insurance products are offered through LPL or its licensed affiliates. People’s Alliance Investment and Retirement Center and People’s Alliance Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using People’s Alliance Investment and Retirement center and may also be employees of People’s Alliance Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, People’s Alliance Federal Credit Union or People’s Alliance Investment and Retirement center. Securities and insurance offered through LPL or its affiliates are:

Not insured by the NCUA Not Credit Union guaranteed Not Credit Union obligations May lose value