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 needs

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 dan.campanelli@cunamutual.com

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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.