Investment Services
Your goals are our goals
A successful retirement in the future can often depend on having a solid
plan now. The SCE FCU Wealth Management1 team can help make sure
your money is working as hard as you are.
Your financial dreams are within reach. Take the first step toward a brighter financial future, visit our wealth management partner site – scefcu-wealth.org – give our California team at call 818.547.4720 or our Nevada team at 702.982.8336 or fill out the form below and one of our advisors will reach out to you.
Unlock your financial potential with our comprehensive wealth management services. Our seasoned team will craft and manage your investment portfolio, tailored to your unique goals and risk tolerance. From striving to secure your future with retirement planning to working toward maximizing your returns and minimizing tax liabilities – along with managing legacy through detailed estate management – we’re here to help you adapt your plan as life unfolds.
We understand it’s about more than just numbers – it’s about realizing your aspirations. That’s why we offer personalized guidance on lifestyle choices that align with your financial success. We’ll partner with you as you embark on a journey toward lasting wealth and financial independence.
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The financial professionals associated with LPL Financial may discuss and/or transact business only with residents in the states in which they are proper registered or licensed. No offers may be made or accepted from any resident of any other state. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor and separate entity from LPL Financial. SCE FCU and SCE FCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCE FCU Wealth Management, and may also be employees of SCE FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SCE FCU or SCE FCU 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
SCE Federal Credit Union (SCE FCU) provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay SCE FCU for these referrals. This creates an incentive for SCE FCU to make these referrals, resulting in a conflict of interest. SCE FCU is not a current client of LPL for advisory services. Please visit lpl.com.