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.
Wealth Management Meet Our Advisors

Bill Simmons

SAFE Wealth Advisor

CA Insurance License #0E77844
Registered for Securities in: AZ, CA, ID, NV, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities Registrations are held with LPL Financial

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

Bill Simmons has been assisting credit union members and investors with building their wealth and helping them work toward protecting their assets for more than 25 years.

Prior to working as a wealth advisor, he attended both the University of California, Davis and Southern Oregon University as a speech communications major. Bill specializes in providing guidance for retirement, estate planning, and college funding, in addition to assisting credit union members in accumulating and conserving wealth for themselves and their families.

He is dedicated to delivering spectacular service and is proud of the open and positive relationships he establishes.

In his personal time, Bill is an avid music fan who enjoys reading historical novels. He also likes setting aside quality time to spend with his friends and family.

 

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 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.

Link to top of page

Hi! Let’s get started.

Forgot User ID or Password

Not enrolled? Get Started!