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Your path, your future
GECU Wealth Management will help

From planning for the future to navigating life’s milestone moments, GECU Wealth Management offers professional guidance to help you every step of the way.
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Experienced, knowledgeable advisors

GECU financial advisors get to know you, your needs, and your goals. With an experienced financial advisor, you'll select from an array of strategies to create a plan tailored to your priorities.

    Interactive goal tracking

    GECU Wealth Management offers tools to help you set and track your financial goals. These user-friendly resources allow both you and your advisor to update and monitor progress.

      Quality member experience

      GECU financial advisors meet you where you are. Whether starting out, planning for a life event, seeking investment guidance or portfolio management, they ensure you feel comfortable and confident with your plan.

         

        Meeting you where you are

        GECU financial advisors provide guidance, strategies, and resources to help you navigate every stage of your financial journey.
         
        Services
        Financial planning
        Create a comprehensive plan that evaluates your current financial picture and outlines strategies to fill gaps and prioritize your goals.

        Wealth management
        Develop a customized plan to manage, preserve, and invest what you’ve work hard to build.

        Investing
        Build and manage a portfolio from an array of options that’s tailored to your goals. 

        Retirement saving and income planning
        From saving for retirement to planning retirement income that lasts for your lifetime, create a plan aligned to the retirement you envision.
         
        Major life events
        Social Security
        Understand your options so you can better position your strategy.

        College funding
        Prepare for your student’s education with strategies to cover the costs and optimize your resources. 

        Healthcare and Medicare 
        Evaluate how healthcare coverage and costs can impact your financial plan and decisions.

        Long-term care
        Create a plan that considers your desires, resources, and options as well as your specific circumstances. 

        Legacy planning
        Ensure your assets are protected and transferred according to your wishes.

        Here's what to expect from your financial advisor:

        Following a structured process, your financial advisor prioritizes your best interests to help you achieve your goals.

        Consult

        Your advisor listens to deeply understand you, including: your priorities, needs, and goals.  

        Collaborate

        You and your advisor review strategies and options to create a customized plan. 

        Empower

        Your advisor will help guide you, so you feel confident in your decisions. 

        Nurture

        You and your advisor work together to review, assess, and evolve your plan regularly, as circumstances and needs change.  

        Contact a financial advisor

        Contact a financial advisor for help at any stage of your financial journey. As fiduciaries, they offer advice in your best interest. Schedule a free, no-obligation consultation today!

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        Todd Blessing

        Wealth Advisor
        OH Ins. License #592161

        Contact Todd:
        [email protected]
        513.577.8901

        Todd assists members with asset management, retirement planning, estate planning strategies, and wealth preservation. He specializes in the design and implementation of strategies for personal wealth management. He is a graduate of Miami University. Todd has been in the Investment Business for over 24 years with 10 years as an Investment Wholesaler and 14 years as a financial advisor. Todd has a Series 7, 63, and 65 licenses and is licensed to sell securities in the following states: AZ, CA, FL, GA, IL, KY, MD, MI, MN, MS, MO, NC, NY, OH, SC, and VA.

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        Erik Waldron

        Senior Wealth Advisor
        OH Ins. License #1005593

        Contact Erik:
        [email protected]
        513.204.7710

        With over 30 years of experience in the financial industry, Erik has established himself as a dedicated and knowledgeable advisor. His mission is to help individuals achieve their financial goals through personalized and strategic planning. Erik began his career in 1994 and holds a bachelor's degree in Finance from Ohio University. His areas of experience include retirement planning, investment management, tax efficiency, and risk management. His approach is client driven, focusing on understanding each individual's unique situation and developing a tailored strategy. He believes in building long term relationships based on trust and transparency. His commitment to learning the latest industry trends and regulations helps him provide his clients with the best possible advice. Erik currently has Series 7, 63, and 66 designations and is licensed to sell securities and insurance in CA, CO, FL, IL, IN, KY, NC, OH, OR, SC, and TN.

        Mark Bonfield

        Wealth Advisor
        OH Ins. License #669874

        Contact Mark:
        [email protected]
        513.409.8688

        Mark brings over two decades of experience in the financial services industry, with a comprehensive background spanning: banking, investments, and insurance. His passion is to make sure every member has a strategic plan to address all of their financial goals. Mark specializes in building strong financial foundations tailored to each client’s needs and fostering long-term relationships for continued success. His approach encompasses key areas of financial planning, including: asset growth, risk protection, income strategies, and legacy planning. 

        Mark holds a Bachelor’s degree in Business from The College of Mount St. Joseph and maintains several professional designations, including the Series 7, 63, and 65 licenses. In addition, he is licensed to offer insurance solutions in OH, KY, and IN.

        Check the background of these investment professionals on FINRA BrokerCheck.

        Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 
        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. General Electric Credit Union (GECU)  and GECU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Wealth  Management. Securities and insurance 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 
        General Electric Credit Union 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 brokerage or 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.

        For additional information, please visit www.lpl.com/CRS.
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