About Joe

Joe Mandujano, Financial Advisor

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:

  1. Wealth accumulation during your working years

  2. Security and independence in your retirement

  3. The transfer of assets in the most advantageous manner

Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation consultation.


Heritage Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-2413423.1-0219-0321

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