Rates Blog News For Employers
Search ATM/Branch Schedule appointment Log In
Wealth Managment Business Personal
Online Banking and the mobile app may be intermittently unavailable. »
Online Banking and the mobile app may be unavailable 10:30 p.m. to 2:30 a.m. »
If you are a federal employee or contractor who has been financially impacted by the partial government shutdown, we are here to help. Please call us at (800) SEE-SAFE during business hours.
SMS text phishing campaign circulating the Sacramento region »
We are currnetly experiencing an issue that may impact ATMs. »
Attention SAFE members: If you have been affected by the Camp Fire in Butte County, please call us at (800) SEE-SAFE for assistance. »
Due to the potential of power outages, we recommend checking our branch/ATM locator before visiting a SAFE location. »
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.

Schedule appointment

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

Bill Simmons, SAFE Wealth Advisor

BILL SIMMONS

SAFE Wealth Advisor
CA Insurance License #0E77844
Registered in: AZ, CA, ID, NV, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial Learn more about Bill
Dana E. Lanzaro, SAFE Wealth Advisor

DANA E. LANZARO, CRPC®

SAFE Wealth Advisor
CA Insurance License #0B52694
Registered in: AZ, CA, CO, ID, OR, SC, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial Learn more about Dana
Denise Davis, SAFE Wealth Advisor

Denise Davis

SAFE Wealth Advisor
CA Insurance License #0D19507
Registered in: AZ, CA, HI, ID, MT, NV, OR, TX, UT* 
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial Learn more about Denise
Jeff Impey CFP, SAFE Wealth Advisor

JEFF IMPEY, CFP®

SAFE Wealth Advisor
CA Insurance License #0F35209
Registered in: AL, AZ, CA, FL, IL, NV, OH, OR, TX, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial Learn more about Jeff
Luke Cummings, SAFE Wealth Advisor

LUKE CUMMINGS

SAFE Wealth Advisor
CA Insurance License #0F05065
Registered in: CA, CO, ID, NC, NV, OR, TX, WA, WY*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial Learn more about Luke
Kimm Sutton, LPL Investment Advisor Representative

KIM SUTTON, AAMS®

LPL Financial Advisor
CA Insurance License #0F70752
Registered in: CA, NV, OR*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial Learn more about Kim
Mike Kenison, SAFE Wealth Advisor

MIKE KENISON

SAFE Wealth Advisor
CA Insurance License #0658948
Registered in: AZ, CA, CO, HI, ID, NC, NV, OR, SC, UT, VA, WA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial Learn more about Mike
Ryan Kelly, SAFE Wealth Advisor

RYAN KELLY

SAFE Wealth Advisor
CA Insurance License #0G27002
Registered in: CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial Learn more about Ryan
Steve Raymond, LPL Financial Advisor

Steve Raymond, CFP®, AIF®, AIFA®

SAFE Wealth Advisor
CA Insurance License #0G21120
Registered in: AZ, CA, WA*
Registered as Investment Advisor Representative (IAR) in: AZ, CA*
*Securities registrations are held with LPL Financial Learn more about Steve
Waqas Khan, SAFE Wealth Advisor

Waqas Khan

LPL Financial Advisor
CA Insurance License #0I07634
Registered in: CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial Learn more about Waqas
John (JT) Duwe, LPL Financial Advisor

John (JT) Duwe

LPL Financial Advisor
CA Insurance License #0M21988
Registered in: CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial Learn more about John

What's Your Number?

Accurately pinpoint your risk tolerance with a free analysis.

Get Started

The financial consultants at SAFE Financial Services are registered representatives 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 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
 

LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, HI, ID, IL, MN, MT, NC, NM, NV, OH, OR, SC, TX, UT, VA, WA, WY.