Investment services are available through UTFCU Financial Services and John Fawaz, CFP® of LPL Financial.
LPL Financial provides objective guidance in understanding and customizing the wide-ranging benefits within the University system by offering robust mix of services:
- Tennessee Consolidated Retirement System (TCRS) vs Optional Retirement Program (ORP)
- Vendor Comparisons: TIAA, Voya, Empower
- 401k vs 403b vs 457 plan
- Retirement Income Strategies
- Wealth Management
John Fawaz, CFP ®, ChFC®
John Fawaz has been working as a CERTIFIED FINANCIAL PLANNER™ Practitioner for over twenty years. Along with holding the CFP® title, John is the past president of the East TN Financial Planning Association and completed Leadership Knoxville and East TN Regional Leadership. He also teaches at the University of TN non-credit program.
John specializes in creating retirement income strategies for those close to retirement age or at retirement. In addition to retirement income strategies, John specializes in sustainable investing. John’s mission is to take a responsible approach to investing, one that systematically considers environmental, social and corporate governance and ethical factors across entire portfolios.
John has access to vast investments and products through his broker/dealer LPL Financial. As an independent advisor, John represents most investment and insurance companies with no bias toward one product or company. While we specialize in retirement strategies, he also works with those looking for college savings plans, life and disability insurance and wealth management. Whether your objective is growth, safety or income, UTFCU Financial Services and LPL Financial are committed to helping you pursue your goals.
Gail Hatfield, CFP®
Gail Hatfield is a CERTIFIED FINANICAL PLANNER™ practitioner and independent advisor with LPL Financial. Her goal is to understand your current financial picture and goals to develop a solid investment strategy and financial plan tailored to you. Gail is originally from West Virginia and a graduate of West Virginia University with a BS in Business Administration specialized in Finance. She has been working in the financial industry for seven years, gaining experience first in banking followed by wealth management and financial planning services.
Please Contact LPL Financial Services at 865-558-8182 for a complimentary consultation.
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. UT Federal Credit Union and UTFCU Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UTFCU Financial Services and may also be employees of UT Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UT Federal Credit Union or UTFCU Financial Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, FL, GA, IN, KY, MI, MS, NC, OH, PA, SC, SD, TN, TX, VA.Go to main navigation