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Financial Advisors

Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We have professional knowledge and experience to answer questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the Greater Nevada Financial Services program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact our Greater Nevada Financial Services Representative serving Greater Nevada Credit Union members for more information and to talk to someone you can trust.

Gregg Lapenta

Gregg W. Lapenta
Financial Advisor
(775) 334-3161
6745 Sierra Center Parkway
Reno, NV 89511
Email: Gregg@peakfns.com

  • Retirement Planning
  • Portfolio Management
  • Retirement Income Planning
  • Personal Financial Assessments
  • Wealth Management
  • Long-Term Care Insurance
  • General Investment Management
  • Insurance Planning
GNCU Financial Advisor

Joanna Moran, CFP®
Financial Advisor
(775) 225-9588
481 Eagle Station Lane
Carson City, NV 89701
Email: moranj@peakfns.com
Website: www.renoretirementplanner.com

  • Retirement
  • Investments
  • Estate Planning
  • College Funding
  • Annuities
  • IRA & Roth IRA
  • SIMPLE IRA
  • SEP
  • 401k
  • 403b

Check the background of these investment professionals on FINRA's BrokerCheck
 

*Advisors are registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.  Registered address: 481 Eagle Station Lane Carson City, NV 89701/ 6745 Sierra Center Parkway Reno, NV 89511

Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.