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On Christmas Eve, Tuesday, December 24, our contact center will be open from 9 a.m. to 2 p.m. and branches from 10 a.m. to 2 p.m. We will be closed on Wednesday, December 25, in observance of Christmas Day. Access your accounts 24/7 through Online Banking, the SAFE Mobile App, and CALL-24.
Wealth Management

Solid Advice from Knowledgeable Professionals

Meet our team of seasoned advisors

LPL Financial offers financial advisors integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research platforms. Through these offerings, LPL Financial is able to reduce complexity for advisors running their own practice, thereby allowing them to focus on what they do best—help the investors they serve to work toward attaining their financial goals and fulfilling their life dreams.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Dana E. Lanzaro, SAFE Wealth Advisor

DANA E. LANZARO, CRPC®

LPL Financial Advisor

CA Insurance License #0B52694

Learn more about Dana
Luke Cummings, SAFE Wealth Advisor

LUKE CUMMINGS

LPL Financial Advisor

CA Insurance License #0F05065

Learn more about Luke
Kimm Sutton, LPL Investment Advisor Representative

KIM SUTTON, AAMS® AIF®

LPL Financial Advisor

CA Insurance License #0F70752

Learn more about Kim

 

Mike Kenison, SAFE Wealth Advisor

MIKE KENISON

LPL Financial Advisor

CA Insurance License #0658948

Learn more about Mike
Ryan Kelly, SAFE Wealth Advisor

RYAN KELLY

LPL Financial Advisor

CA Insurance License #0G27002

Learn more about Ryan
Waqas Khan, SAFE Wealth Advisor

Waqas Khan

LPL Financial Advisor

CA Insurance License #0I07634

Learn more about Waqas
Wayne Sellar, SAFE Wealth Advisor

Wayne Sellar, PFS® CFP®

Wealth Advisor

CA Insurance License #0826148

Learn more about Wayne
John (JT) Duwe, LPL Financial Advisor

John (JT) Duwe, CFP®

Wealth Advisor

CA Insurance License #0M21988

Learn more about John

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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:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
 

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.

LPL Financial Form CRS

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