René Apodaca

Wealth Consultant

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs and timeline is my highest priority.  With over 24-years of Financial Services experience, my focus is collaborating with you to offer a comprehensive approach with tools and financial products individually designed to your unique goals while also creating strategies that are nimble to life’s changes and challenges.  As a valued partner of HAPO Investment Services, I look forward to working with Credit Union members, their family, and friends.  The best part of my role is helping clients feel better about their financial lives.

Personal:

I have enjoyed living in the Tri-Cities since 2002 and raising my four children in this great community.  When I am not meeting with clients, my husband and I look forward to spending time with family, attending kid’s sporting events, playing golf, cooking, and taking in a good MLB game.  You can usually catch us cheering on our local Tri-City Americans and Tri-City Dust Devils since we are proud season ticket holders.

Professional Services:

  • Retirement Planning
  • Investment Management
  • Tax-advantaged Investment Planning
  • Life Insurance Planning
  • Education Funding
  • 401(k) Planning
  • Retirement Income Planning
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance

Contact: rene.apodaca@lpl.com | 509-713-7871

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. HAPO Community Credit Union and HAPO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HAPO Investment Services and may also be employees of HAPO Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, HAPO Community Credit Union or HAPO Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

HAPO Community 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.

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.

LPL Financial Form CRS

1-05368462
582894-2