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At SAFE Credit Union we don't answer to shareholders, we answer to members. We answer to you. We sincerely hope you'll give us the opportunity to put YOU first.
What are you saving for? Whether it's a new car, a house, a dream vacation, or just saving for a rainy day, SAFE has a savings solution to help you reach your financial goals.
At SAFE we understand that borrowing money is often essential to making dreams a reality. Our professional experts are here to help - so let's get started. .
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Kim Sutton has been serving SAFE Credit Union members for over 18 years. Previously working in branch management, Kim developed a strong connection with credit union members, helping those who sought to improve their financial well-being. That naturally led her to seek a career shift, eventually becoming a SAFE Wealth Advisor.
Working closely with credit union members, she sees firsthand the effects of not having a sound financial plan in place. Therefore, her passion is assisting credit union members and clients in preparing for their financial future.
Understanding a credit union member's financial objectives in all stages of life, Kim tailors financial plans to reflect each individual's specific needs. Whether it's a young professional just beginning to save for retirement, parents starting a child’s college savings plan, or someone who is about to retire, she is committed to using her experience to develop a plan that will work toward advancing her client's financial goals.
When not working with credit union members, Kim is outdoors, either camping or taking road trips in search of California’s hidden treasures. After returning from an adventure, she enjoys time with her family and friends.
Financial Advisors are registered with, and 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:
SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC 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. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial 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.
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