Investment and Retirement Services

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As a Member of KeyPoint Credit Union, you have access to exclusive benefits designed to support your financial well-being.  

 
  • What We Do
  •  401(k) & retirement
  •  IRA rollover
  •  Estate planning
  •  Life and disability insurance 
  •  Annuities

Meet the Team



Mona Boomer

Program Manager
(408) 731-4298
[email protected]



Gregory Peebles

LPL Financial Advisor
(408) 731-4153
[email protected]

Get to Know Me



Natasha Escareno

LPL Financial Advisor
(408) 731-4280
[email protected]

Get to Know Me

Upcoming Events

Road to Retirement

Time

5:30 p.m. - 6:30 p.m. PT

Location

Online

Description

Learn how you can get the most from your pension and Social Security, how you should invest to generate income during retirement, how to make sure you can address your health care needs, and what sources of income should you draw upon and when?
Learn More

Three Transitions to Retirement

Time

5:30 p.m. - 6:30 p.m. PT

Location

Online

Description

Learn how to be more confident in addressing the financial, lifestyle, and emotional transitions to retirement.
Learn More

Check the background of investment professionals associated with this site on FINRA BrokerCheck.  

The financial professionals at Key Point Financial Services are financial advisors with, and 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. KeyPoint Financial Services is a division of KeyPoint Credit Union. KeyPoint Credit Union and KeyPoint Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KeyPoint Financial Services, and may also be employees of KeyPoint Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, KeyPoint Credit Union and KeyPoint Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guarantee Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) 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.

Your Credit Union (“Financial Institution") 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 advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal