Schedule a No-Obligation In‑Person or Telephone Meeting
Wendy Cundari, CRPC
Vice President, Wealth Management
LPL Financial Advisor
320 B Street, San Diego CA 92101
CA Insurance Lic. #OA32064
Check the background of the investment professional on FINRA’s BrokerCheck.
Vice President, Wealth Management
LPL Financial Advisor
320 B Street, San Diego CA 92101
CA Insurance Lic. #OA32064
Check the background of the investment professional on FINRA’s BrokerCheck.
Disclosures
Wendy Cundari is a registered representative 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. Wheelhouse Credit Union and Wheelhouse Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wheelhouse Investment Services, and may also be employees of Wheelhouse Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wheelhouse Credit Union or Wheelhouse Investment Services. Securities and insurance products offered through LPL or its affiliates are:
Not Insured by NCUA or Any Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
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.