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.

Social Security & Your Retirement

October 3rd, 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? How do you decide where Social Security fits within your retirement plans?

Register Now

Understanding Medicare

October 19th, 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.

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Income for Life

November 1st, 6:00 PM EST
via Zoom

What sources of retirement income will you rely on? Which income strategies should you consider and how can you use annuities to guarantee income for life.

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Three Transitions to Retirement

November 15th, 6:00 PM EST
via Zoom

Are you ready to retire? Learn how to confidently transition your lifestyle both financially and emotionally, how to guard against risks and manage those that are inevitable.

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Rollover Planning

December 7th, 6:00 PM EST
via Zoom

WhatLearn Medicare basics & the differences between Parts A, B, C and D, tips for choosing your coverage and enrolling in Medicare and how to consider health care costs when planning your retirement income.

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Rethinking Diversification

December 19th, 6:00 PM EST
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.

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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.