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

View Brochure

Virtual Seminars

Please follow our Facebook page at to get the latest updates on future seminars dates.

Understanding Your
Rollover Options

June 7th, 6:00 PM EST
via Zoom

Presented by Travis Stanley

Changing jobs is a common experience for most U.S. workers but what’s the right thing to do with your retirement savings plan account from a previous employer? Learn the different options and how each one can affect your progress toward your retirement savings goals.

Register Now


June 27th, 6:00 PM EST
via Zoom

Presented by Travis Stanley

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

Register Now

Social Security
& Your Retirement

July 7th, 6:00 PM EST
via Zoom

What are the rules for starting your Social Security benefits? How do spouses coordinate their benefits? Are there different routes to take that could potentially increase your benefits? Learn how Social Security fits within your retirement plans.

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July 26th, 6:00 PM EST
via Zoom

Learn more about the basics of Medicare. How to Enroll, the differences between Parts A, B, C and D, choosing your coverage and how to consider health care costs when planning your retirement income.

Register Now

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), members of FINRA and SIPC a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. The CFP certification marks are not affiliated with CUNA Brokerage Service, Inc.