Spotlight on JOE MANDUJANO

At Logix Federal Credit Union, there are some new faces in the branches, one of which is Financial Consultant Joe Mandujano. He recently started at the credit union, but don’t let his young face fool you. He has more than 20 years of experience in financial services.
“It was an easy decision to accept the job offer with Logix Financial Services,” Mandujano said. “The organization is amazing and I truly enjoy the teamwork and the people I get to work with.”
The Valencia Promenade location is where Mandujano has his office.
“I currently work in the investment services division of the financial sector,” he said. “It is very fulfilling helping members work toward reaching their goals and succeeding in retirement.”
After so many years of supporting his clients and now Logix members, Mandujano reflects on one member who stands out in his memory.
“I have had the pleasure of working with a particular member for more than 15 years now and I helped him grow and preserve his retirement assets over the years,” he said. “He’s shared that he’s enjoying retirement because of disciplined planning and some help from the markets. He lives in the area and stops by to visit and discuss keeping his finances in order.”
Mandujano is committed to giving back to the community. In the past, he worked with a nonprofit organization.
“This charity supported teens addicted to drugs and/or alcohol, and their mission was to get them back on track and mentor them. It is important to give them a chance and usher them back to contributing to the community and give them confidence to reach their goals.”
Mandujano specializes in these areas, among others.

Financial Planning
Assess your financial situation, understand your needs and goals, and develop a plan to help you aim to accomplish those goals by making informed decisions. Continue to monitor the plan and implement any changes if need be.

Portfolio Management
Strategic selection of different investments to address long-term financial objectives within the risk tolerance approach of diversification to create a group of investments that support financial growth expectations.

Wealth Management
Tactical selection of different investments to prioritize long-term financial objectives within your risk tolerance, taking the prudent approach of diversification to create a group of investments that work towards your growth expectations while not exposing you to more volatility than you’re comfortable with.
Feeling fulfilled by his work, Mandujano spends his time away from the office playing basketball and boxing.
“I spend time listening to music, too,” he said. “I appreciate the creativity and art of words and melodies. It’s refreshing to put on some tunes and relax.”
To contact Joe Mandujano, please email jmandujano@lfcu.com. For more information on Logix Financial Services, visit www.lfcu.com/investments-and-insurance.

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