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Wealth Management Meet Our Advisors

Steve Raymond, CFP®, AIF®

LPL Financial Advisor

CA Insurance License #0G21120
Registered for Securities in: AL, CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities Registrations are held with LPL Financial

Steve Raymond is a CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience assisting investors in the pursuit of financial well-being. Steve earned a master’s degree in business administration, with an emphasis on investments, from the University of Miami, and now specializes in providing professional guidance for retirement and estate planning.

Steve is dedicated to delivering an exceptional member service experience. Through open dialogue and a clear understanding of financial goals, he builds lasting client relationships by helping them develop and maintain a sound financial plan to pursue long-term goals.  

In his personal time, Steve enjoys hiking, cycling, and running.  He also enjoys reading, traveling, and wine tasting.

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


LPL Financial Advisors are registered with and securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA /SIPC .
Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured
No Credit Union Guarantee
May Lose Value

SAFE Wealth Advisors are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC . SAFE Financial Services and SAFE Credit Union: Not a registered broker dealer; Not affiliated with LPL Financial.

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

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