CFP® Professionals

Wright-Patt Credit Union® (WPCU®) now has CERTIFIED FINANCIAL PLANNER® professionals on our WPCU® Retirement Solutions* team. No matter where you are on your Financial Flexibility and Freedom® journey, our CFP® professionals are here to help you reach your goals and build your best financial future!

WHAT MAKES CFP® PROFESSIONALS DIFFERENT?

Not all “financial advisors” are alike. Here’s what sets CFP® professionals apart:
• A higher standard of training, certification and expertise
• Experience in comprehensive financial planning
• Personalized guidance based on your goals
• A commitment to always act in your best interests

WPCU CFP® PROFESSIONALS CAN HELP YOU:

• Build a plan with strategies for saving, investing and managing debt
• Understand investing and retirement basics
• Identify gaps in your insurance coverage or estate planning
• Keep up to date on new laws and tax code changes that could impact your financial situation
• Provide expert advice when it’s needed most
• Stay on track with your long-term goals

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

James Lee, CFP®

James Lee, CFP^®

Financial Advisor

James Lee, CFP®, is a dedicated Financial Advisor known for his thoughtful guidance, analytical mindset, and unwavering commitment to helping clients build confident, long‑term financial strategies. As a CERTIFIED FINANCIAL PLANNER™...

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Kaleb Baker, CFP®

Kaleb Baker, CFP^®

Financial Advisor

kbaker@wpcu.coop

Member Center Locations: WPAFB - Area A, Area B and Kittyhawk

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Nathaniel Stevens, CFP®

Nathaniel Stevens, CFP^®

Financial Advisor

nbstevens@wpcu.coop

Member Center Locations: Corporate OfficeCRD#: 4782994View Nathaniel’s February Newsletter

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CONNECT WITH A WPCU CFP® PROFESSIONAL

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Contact

Office: (937) 912-7855

Toll-Free: (800) 762-0047 ex 7855

3610 Pentagon Boulevard

Beavercreek, OH 45431

sharrell@wpcu.coop

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC)

Insurance products are offered through LPL or its licensed affiliates. Wright-Patt Credit Union and WPCU Retirement Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wright-Patt Credit Union, and may also be employees of WPCU Retirement Solutions. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wright-Patt Credit Union or WPCU Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (Wright-Patt Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.