{"id":88,"date":"2022-06-02T22:54:03","date_gmt":"2022-06-02T22:54:03","guid":{"rendered":"https:\/\/scefcu.org\/?page_id=88"},"modified":"2025-09-30T07:50:09","modified_gmt":"2025-09-30T14:50:09","slug":"servicios-de-inversion","status":"publish","type":"page","link":"https:\/\/rizecu.com\/es\/investment-services\/","title":{"rendered":"Servicios de inversi\u00f3n"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"88\" class=\"elementor elementor-88\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-10c6ded3 banner e-flex e-con-boxed e-con e-parent\" data-id=\"10c6ded3\" data-element_type=\"container\" data-e-type=\"container\" id=\"banner\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-59a9880e e-con-full banner-inner e-flex e-con e-child\" data-id=\"59a9880e\" data-element_type=\"container\" data-e-type=\"container\" id=\"banner-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-88444ca animated-slow elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"88444ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">SERVICIOS DE INVERSI\u00d3N<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5de0d403 animated-slow elementor-hidden-tablet_extra elementor-button-info elementor-hidden-desktop elementor-invisible elementor-widget elementor-widget-button\" data-id=\"5de0d403\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:1000}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.rize-wealth.com\/\" target=\"_blank\" title=\"Contactar a un Asesor\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT AN ADVISOR<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5b5448b7 e-flex e-con-boxed e-con e-parent\" data-id=\"5b5448b7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5ffd076b elementor-widget elementor-widget-breadcrumbs\" data-id=\"5ffd076b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"breadcrumbs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p id=\"breadcrumbs\"><span><span><a href=\"https:\/\/rizecu.com\/es\/\">Home<\/a><\/span><\/span><\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c772897 e-flex e-con-boxed e-con e-parent\" data-id=\"c772897\" data-element_type=\"container\" data-e-type=\"container\" id=\"main\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-eb00fc8 e-con-full e-flex e-con e-child\" data-id=\"eb00fc8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c849536 elementor-widget elementor-widget-text-editor\" data-id=\"c849536\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"translation-block\">Tus sue\u00f1os financieros est\u00e1n a tu alcance. Da el primer paso hacia un futuro financiero mejor: visita el sitio web de nuestros asociados de administraci\u00f3n de patrimonio en <a title=\"Rize-Wealth.com\" href=\"https:\/\/www.rize-wealth.com\/\" target=\"_blank\" rel=\"noopener\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"633782beb51e621dfdb34d02\">Rize-Wealth.com<\/a>, llama a nuestro equipo al <a title=\"818.547.4720\" href=\"tel:8185474720\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"633782beb51e621dfdb34d02\" target=\"_self\">818.547.4720<\/a> o llena el formulario de abajo y uno de nuestros asesores se pondr\u00e1 en contacto contigo.<\/p><p>Libera tu potencial financiero con nuestros servicios integrales de gesti\u00f3n de patrimonio. Nuestro experimentado equipo dise\u00f1ar\u00e1 y gestionar\u00e1 un portafolio de inversiones adaptado a tus objetivos y tolerancia al riesgo. Desde esforzarnos por asegurar tu futuro con planificaci\u00f3n para la jubilaci\u00f3n hasta trabajar para maximizar tus rendimientos y minimizar las responsabilidades fiscales, junto con la gesti\u00f3n de tu legado a trav\u00e9s de una planificaci\u00f3n detallada del patrimonio, estamos aqu\u00ed para ayudarte a adaptar tu plan a medida que avanza la vida.<\/p><p>Entendemos que se trata de m\u00e1s que simples n\u00fameros. Se trata de hacer realidad tus metas. Por eso, ofrecemos orientaci\u00f3n personalizada sobre decisiones de estilo de vida que est\u00e9n alineadas con tu \u00e9xito financiero. Seremos tu socio mientras emprendes el recorrido hacia la riqueza duradera y la independencia financiera.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5cf6847 e-con-full e-flex e-con e-child\" data-id=\"5cf6847\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6530f1c elementor-widget__width-auto elementor-widget elementor-widget-button\" data-id=\"6530f1c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"tel:8185474720\" title=\"Call our California Team\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contacta a nuestro equipo de Administraci\u00f3n de patrimonio<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e96957 elementor-widget__width-auto elementor-widget elementor-widget-button\" data-id=\"6e96957\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/connect.rizecu.com\/?for=booking&#038;qa=b6bbfd10-2ced-11f0-bd8a-59f9fed59083\" title=\"Programa una cita\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Programa una cita<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7578ab9 e-con-full e-flex e-con e-child\" data-id=\"7578ab9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-34ad268 elementor-widget elementor-widget-image\" data-id=\"34ad268\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rize-wealth.com\/\" target=\"_blank\" title=\"Rize Wealth\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"259\" height=\"157\" data-src=\"https:\/\/rizecu.com\/wp-content\/uploads\/RIZE-Wealth-logo-4c.svg\" class=\"attachment-large size-large wp-image-29489 lazyload\" alt=\"Rize Wealth logo\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 259px; --smush-placeholder-aspect-ratio: 259\/157;\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d63d63c eael-team-align-eael-team-align-default elementor-widget elementor-widget-eael-team-member\" data-id=\"d63d63c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"eael-team-member.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\n\t<div id=\"eael-team-member-d63d63c\" class=\"eael-team-item eael-team-members-circle\">\n\t\t<div class=\"eael-team-item-inner\">\n\t\t\t<div class=\"eael-team-image\">\n\t\t\t\t<figure>\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" data-src=\"https:\/\/rizecu.com\/wp-content\/uploads\/JCruz-Wealth.png\" alt=\"jakelyn cruz\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 500px; --smush-placeholder-aspect-ratio: 500\/500;\">\n\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t<div class=\"eael-team-content\">\n\t\t\t\t<h2 class=\"eael-team-member-name\">Jakelyn Cruz<\/h2><h3 class=\"eael-team-member-position\">Client Relationship Manager<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"eael-team-text\">Jakelyn supports clients with retirement planning, bringing both expertise and a personal touch to every interaction. She's passionate about helping others build a secure financial future.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bcf7019 e-flex e-con-boxed e-con e-parent\" data-id=\"bcf7019\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-683eae2 e-con-full e-flex e-con e-child\" data-id=\"683eae2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2565aca elementor-widget elementor-widget-text-editor\" data-id=\"2565aca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"color: #3d1054; font-size: 24px;\">Calculadoras \u00fatiles<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ddcc2e elementor-widget elementor-widget-eael-feature-list\" data-id=\"7ddcc2e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"eael-feature-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"-icon-position-left -tablet-icon-position-left -mobile-icon-position-left\">\n\t\t\t<ul id=\"eael-feature-list-7ddcc2e\" class=\"eael-feature-list-items circle stacked  eael-feature-list-vertical\" data-layout-tablet=\"vertical\" data-layout-mobile=\"vertical\">\n\t\t\t                <li class=\"eael-feature-list-item elementor-repeater-item-d8e21d6\">\n                    \n\t\t\t\t\t\t<div class=\"eael-feature-list-icon-box\">\n\t\t\t\t\t\t\t<div class=\"eael-feature-list-icon-inner\">\n\n\t\t\t\t\t\t\t\t<a class=\"eael-feature-list-icon fl-icon-0\"href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/retirement\/saving-for-retirement\" target=\"_blank\" title=\"Saving for Retirement Calculator\">\n\n\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"eael-feature-list-content-box\">\n                            <p class=\"eael-feature-list-title\"><a href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/retirement\/saving-for-retirement\" target=\"_blank\" title=\"Saving for Retirement Calculator\">Ahorrar para la jubilaci\u00f3n<\/a><\/p>\t\t\t\t\t\t<p class=\"eael-feature-list-content\"><\/p>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/li>\n\t\t\t\t                <li class=\"eael-feature-list-item elementor-repeater-item-e369a3b\">\n                    \n\t\t\t\t\t\t<div class=\"eael-feature-list-icon-box\">\n\t\t\t\t\t\t\t<div class=\"eael-feature-list-icon-inner\">\n\n\t\t\t\t\t\t\t\t<a class=\"eael-feature-list-icon fl-icon-1\"href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/investment\/saving-for-college\" target=\"_blank\" title=\"Saving for College Calculator\">\n\n\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"eael-feature-list-content-box\">\n                            <p class=\"eael-feature-list-title\"><a href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/investment\/saving-for-college\" target=\"_blank\" title=\"Saving for College Calculator\">Ahorrar para la universidad<\/a><\/p>\t\t\t\t\t\t<p class=\"eael-feature-list-content\"><\/p>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/li>\n\t\t\t\t                <li class=\"eael-feature-list-item elementor-repeater-item-8dc6a90\">\n                    \n\t\t\t\t\t\t<div class=\"eael-feature-list-icon-box\">\n\t\t\t\t\t\t\t<div class=\"eael-feature-list-icon-inner\">\n\n\t\t\t\t\t\t\t\t<a class=\"eael-feature-list-icon fl-icon-2\"href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/lifestyle\/should-i-pay-off-debt-or-invest\" target=\"_blank\" title=\"Payoff Debt or Invest Calculator\">\n\n\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"eael-feature-list-content-box\">\n                            <p class=\"eael-feature-list-title\"><a href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/lifestyle\/should-i-pay-off-debt-or-invest\" target=\"_blank\" title=\"Payoff Debt or Invest Calculator\">\u00bfDebo pagar mis deudas o invertir?<\/a><\/p>\t\t\t\t\t\t<p class=\"eael-feature-list-content\"><\/p>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/li>\n\t\t\t\t                <li class=\"eael-feature-list-item elementor-repeater-item-e849fc4\">\n                    \n\t\t\t\t\t\t<div class=\"eael-feature-list-icon-box\">\n\t\t\t\t\t\t\t<div class=\"eael-feature-list-icon-inner\">\n\n\t\t\t\t\t\t\t\t<a class=\"eael-feature-list-icon fl-icon-3\"href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/investment\/how-compound-interest-works\" target=\"_blank\" title=\"Compound Interest Calculator\">\n\n\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"eael-feature-list-content-box\">\n                            <p class=\"eael-feature-list-title\"><a href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/investment\/how-compound-interest-works\" target=\"_blank\" title=\"Compound Interest Calculator\">C\u00f3mo funciona el inter\u00e9s compuesto<\/a><\/p>\t\t\t\t\t\t<p class=\"eael-feature-list-content\"><\/p>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/li>\n\t\t\t\t                <li class=\"eael-feature-list-item elementor-repeater-item-0567d9a\">\n                    \n\t\t\t\t\t\t<div class=\"eael-feature-list-icon-box\">\n\t\t\t\t\t\t\t<div class=\"eael-feature-list-icon-inner\">\n\n\t\t\t\t\t\t\t\t<a class=\"eael-feature-list-icon fl-icon-4\"href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/lifestyle\/how-much-home-can-i-afford\" target=\"_blank\" title=\"Home Calculator\">\n\n\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"eael-feature-list-content-box\">\n                            <p class=\"eael-feature-list-title\"><a href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/lifestyle\/how-much-home-can-i-afford\" target=\"_blank\" title=\"Home Calculator\">\u00bfCu\u00e1nto puedo pagar por una vivienda?<\/a><\/p>\t\t\t\t\t\t<p class=\"eael-feature-list-content\"><\/p>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/li>\n\t\t\t\t                <li class=\"eael-feature-list-item elementor-repeater-item-e29734f\">\n                    \n\t\t\t\t\t\t<div class=\"eael-feature-list-icon-box\">\n\t\t\t\t\t\t\t<div class=\"eael-feature-list-icon-inner\">\n\n\t\t\t\t\t\t\t\t<a class=\"eael-feature-list-icon fl-icon-5\"href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/calculators\" target=\"_blank\" title=\"All Calculators\">\n\n\t\t<i aria-hidden=\"true\" class=\"fas fa-check-circle\"><\/i>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"eael-feature-list-content-box\">\n                            <p class=\"eael-feature-list-title\"><a href=\"https:\/\/www.rize-wealth.com\/\/resource-center\/calculators\" target=\"_blank\" title=\"All Calculators\">Todas las calculadoras<\/a><\/p>\t\t\t\t\t\t<p class=\"eael-feature-list-content\"><\/p>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<\/ul>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fc163ac e-con-full e-flex e-con e-child\" data-id=\"fc163ac\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a350523 elementor-widget elementor-widget-eael-post-block\" data-id=\"a350523\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"eael-post-block.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"eael-post-block-a350523\" class=\"eael-post-block default post-block-layout-block\">\n            <div class=\"eael-post-block-grid eael-post-appender eael-post-appender-a350523\"><article class=\"eael-post-block-item eael-post-block-column\">\n    <div class=\"eael-post-block-item-holder\">\n        <div class=\"eael-post-block-item-holder-inner\"><div class=\"eael-entry-media\">\n                    <div class=\"eael-entry-overlay fade-in\"><i class=\"far fa-arrow-alt-circle-right\" aria-hidden=\"true\"><\/i><a href=\"https:\/\/rizecu.com\/es\/article\/eight-retirement-mistakes\/\"\n                    \n                    >\n                    <\/a>\n                    <\/div>\n                    <div class=\"eael-entry-thumbnail\">\n                        <img decoding=\"async\" data-src=\"https:\/\/rizecu.com\/wp-content\/uploads\/2510-Wealth-Retirement-Mistakes-banner.webp\" alt=\"two men playing chess in the park\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 1080px; --smush-placeholder-aspect-ratio: 1080\/460;\">\n                    <\/div>\n                <\/div><div class=\"eael-entry-wrapper\"><header class=\"eael-entry-header\"><div class=\"eael-entry-title\">\n                                    <a class=\"eael-grid-post-link\" href=\"https:\/\/rizecu.com\/es\/article\/eight-retirement-mistakes\/\" title=\"Eight mistakes that can upend your retirement\">\n                                    Eight mistakes that can upend your retirement\n                                    <\/a>\n\n                                <\/div><\/header><div class=\"eael-entry-content\"><div class=\"eael-grid-post-excerpt\"><p>Planning for retirement is about more than numbers on a...<\/p><\/div><\/div>\n                <\/div><\/div>\n    <\/div>\n<\/article><\/div>\n\t\t<\/div>            <div class=\"eael-load-more-button-wrap eael-force-hide\">\n                <button class=\"eael-load-more-button\" id=\"eael-load-more-btn-a350523\" data-widget-id=\"a350523\" data-widget=\"a350523\" data-page-id=\"88\" data-template=\"{&quot;dir&quot;:&quot;pro&quot;,&quot;file_name&quot;:&quot;default.php&quot;,&quot;name&quot;:&quot;Post-Block&quot;}\" data-class=\"Essential_Addons_Elementor\\Pro\\Elements\\Post_Block\" data-layout=\"\" data-page=\"1\" data-args=\"orderby=date&amp;order=desc&amp;ignore_sticky_posts=1&amp;post_status=publish&amp;posts_per_page=1&amp;offset=0&amp;post_type=post&amp;tax_query%5B0%5D%5Btaxonomy%5D=category&amp;tax_query%5B0%5D%5Bfield%5D=term_id&amp;tax_query%5B0%5D%5Bterms%5D%5B0%5D=163&amp;tax_query%5Brelation%5D=AND\" data-max-page=\"2\">\n                    <span class=\"eael-btn-loader button__loader\"><\/span>\n                    <span class=\"eael_load_more_text\"><\/span>\n                <\/button>\n            <\/div>\n            \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9ebadc elementor-widget elementor-widget-image\" data-id=\"d9ebadc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\" title=\"Broker Check\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1339\" height=\"356\" src=\"https:\/\/rizecu.com\/wp-content\/uploads\/brokercheck.png\" class=\"attachment-large size-large wp-image-7594\" alt=\"broker check logo\" srcset=\"https:\/\/rizecu.com\/wp-content\/uploads\/\/brokercheck.png 1339w, https:\/\/rizecu.com\/wp-content\/uploads\/\/brokercheck-768x204.png 768w, https:\/\/rizecu.com\/wp-content\/uploads\/\/brokercheck-18x5.png 18w\" sizes=\"(max-width: 1339px) 100vw, 1339px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f71a3d2 e-flex e-con-boxed e-con e-parent\" data-id=\"f71a3d2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8daa8c elementor-widget elementor-widget-text-editor\" data-id=\"e8daa8c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"translation-block\">Los profesionales financieros asociados con LPL Financial pueden discutir y\/o realizar transacciones comerciales solo con residentes de los estados en los que est\u00e1n debidamente registrados o autorizados con licencia. No se pueden realizar ni aceptar ofertas de residentes de ning\u00fan otro estado. <strong>Los valores son ofrecidos a trav\u00e9s de LPL Financial (LPL), un corredor de bolsa registrado (miembro de <a title=\"FINRA\" href=\"https:\/\/www.finra.org\/\" target=\"_blank\" rel=\"noopener\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"633782beb51e621dfdb34d02\">FINRA<\/a>\/<a title=\"SIPC\" href=\"https:\/\/www.sipc.org\/\" target=\"_blank\" rel=\"noopener\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"633782beb51e621dfdb34d02\">SIPC<\/a>).<\/strong>Los productos de seguros son ofrecidos a trav\u00e9s de LPL o sus afiliados autorizados con licencia. El asesoramiento de inversiones es ofrecido a trav\u00e9s de Global Retirement Partners (GRP), un asesor de inversiones registrado y una entidad independiente de LPL Financial. Rize Federal Credit Union (Rize CU) y Rize Wealth  <strong><span style=\"text-decoration: underline\">no est\u00e1n<\/span><\/strong> registrados como corredores de bolsa ni asesores de inversi\u00f3n. Los representantes registrados de LPL ofrecen productos y servicios a trav\u00e9s de Rize Wealth y tambi\u00e9n pueden ser empleados de Rize CU. Estos productos y servicios son ofrecidos a trav\u00e9s de LPL o sus afiliados, los cuales son entidades separadas y no afiliadas a Rize CU o Rize Wealth. Los valores y seguros ofrecidos a trav\u00e9s de LPL o sus afiliados son:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-34dec8e e-grid e-con-boxed e-con e-child\" data-id=\"34dec8e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4207add elementor-widget elementor-widget-text-editor\" data-id=\"4207add\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: center;\"><strong>No asegurados por la NCUA o cualquier otra agencia gubernamental<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-061888c elementor-widget elementor-widget-text-editor\" data-id=\"061888c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: center;\"><strong>Not Credit Union guarantee<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16726d4 elementor-widget elementor-widget-text-editor\" data-id=\"16726d4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: center;\"><strong>No son obligaciones o dep\u00f3sitos de la Credit Union<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-db094f2 elementor-widget elementor-widget-text-editor\" data-id=\"db094f2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: center;\"><strong>Pueden perder valor<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e770419 elementor-widget elementor-widget-text-editor\" data-id=\"e770419\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Rize Federal Credit Union (Rize CU) proporciona referencias a profesionales financieros de LPL Financial LLC (LPL) de conformidad con un acuerdo que permite a LPL pagar a Rize CU por estas referencias. Esto crea un incentivo para que Rize CU haga estas referencias, lo que resulta en un conflicto de intereses. Rize CU no es un cliente actual de LPL para servicios de asesoramiento. Por favor, visita <a href=\"https:\/\/www.lpl.com\/disclosures\/is-lpl-relationship-disclosure.html\" target=\"_blank\" rel=\"noopener\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"633782beb51e621dfdb34d02\">lpl.com<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>INVESTMENT SERVICES CONTACT AN ADVISOR Your financial dreams are within reach. Take the first step toward a brighter financial future, visit our wealth management partner site \u2013 Rize-Wealth.com \u2013 give our team a call at 818.547.4720, or fill out the form below, and one of our advisors will reach out to you. Unlock your financial [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-88","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Services | Rize Credit Union<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rizecu.com\/es\/servicios-de-inversion\/\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Services | Rize Credit Union\" \/>\n<meta property=\"og:description\" content=\"INVESTMENT SERVICES CONTACT AN ADVISOR Your financial dreams are within reach. 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