Pineview Wealth Group
Plan. Implement. Realize.
Wauna Credit Union is proud to partner with Pineview Wealth Group to provide our members with comprehensive financial planning and skilled investment management. Their dedicated team is committed to guiding individuals, families, and small businesses toward achieving their financial goals with clarity and confidence.
Learn more about pursuing your Evergreen Outlook at www.PVWealthGroup.com.
PRE-RETIREES
Approaching
the twilight of your career, as a pre-retiree you seek confidence that your years of hard work will
provide the retirement you have envisioned. We help you fine-tune your financial landscape to work
toward a well-rooted future.
RETIREES
Firmly rooted in
golden years, you want assurance that your financial future will sustain your lifestyle and goals. We
provide the organization and clarity needed to manage your diverse assets, nurturing a vibrant and
enduring retirement.
LEGACY
PLANNERS
Looking to leave a lasting impact, legacy planners focus on
generational wealth transfers and charitable giving. With Belinda’s expertise, we help you cultivate a
legacy that reflects your values, while working toward an Evergreen Outlook™ that extends far beyond
your lifetime.
IBEW MEMBERS
As an IBEW member with multiple retirement accounts and investments, you seek a cohesive strategy that incorporates every aspect of your financial life. Kara works with you to harmonize your diverse assets into a unified plan that will grow with you throughout your career.
The PineView Team
BELINDA PETSHOW
LPL Financial Planner
Meet Belinda, a seasoned financial advisor who started her career with a national bank and two national brokerage firms. In 2008, she applied her banking and securities experience to specialize in complex cases and wealth transfers. With her expertise and problem-solving abilities, she inspires confidence in her clients. Belinda enjoys the great outdoors and is often found on hiking trails or pedaling away on her Peloton.
KARA JOSSI
LPL Financial Planner
Meet Kara. Kara was once Belinda’s client! She holds the Accredited Asset Management Specialist designation and specializes in serving IBEW union members and other skilled tradesmen and women. She brings a dynamic blend of analytical thinking, empathy, and creativity to her financial services. Kara enjoys playing the piano, crocheting, and spending time outdoors with her family.
ALEXA JOSSI
Administrative Associate
Meet Alexa, our behind-the-scenes administrative powerhouse. A Forest Grove native, she resides on a farm with her husband and three children, surrounded by too many chickens to count. Her multitasking ability and attention to detail make her an indispensable asset in providing seamless workflow and client satisfaction. Alexa keeps us on track and on task with her insights on every level of the business.
Check the background of investment professionals associated with this site on BrokerCheck® by FINRA
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. Wauna Credit Union and Pineview Wealth Group are not registered as a broker dealer or investment advisor. Registered representatives of LPL offer products and services using Pineview Wealth Group and may also be employees of Wauna Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wauna Credit Union or Pineview Wealth Group. Securities and insurance products offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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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.