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Anya Bilivsky

LPL Financial Advisor

CA Insurance License #4010378 
Phone: (916) 971-2964

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photo of Anya Bilivsky

With over 21 years of experience in the financial industry, I bring a client-first mindset and a passion for helping individuals and families pursue long-term success. My career began as a bank teller and quickly advanced to Service Representative IV, where I spent much of my time guiding members through their banking needs while teaching the fundamentals of credit and personal finance.

For the past five years, I’ve served as a licensed investment consultant in SAFE Credit Union’s Wealth Management department, providing tailored investment solutions and holistic financial guidance.

For the past five years, I’ve served as a licensed investment consultant in SAFE Credit Union’s Wealth Management department, providing tailored investment solutions and holistic financial guidance.

Areas of Expertise

  • Retirement planning
  • Investment strategies
  • Comprehensive financial guidance aligned with client goals

Client-Centered Approach

I build relationships rooted in trust, transparency, and integrity, seeking to ensure every client feels supported through each stage of their financial journey. My mission is to empower clients with clarity and confidence in their decisions.

Beyond Finance

Outside of work, I enjoy traveling, volunteering, and creating floral arrangements. I’m a foodie and avid charcuterie board enthusiast. Married for 23 years, my husband and I are raising two wonderful teenagers. I love connecting with people, hearing their stories, and discovering new perspectives.

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About LPL

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.

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