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Wealth Management Meet our advisors

Dana E. Lanzaro, CRPC®

SAFE Wealth Advisor

CA Insurance License #0B52694
Registered for Securities 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

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

Dana Lanzaro is committed to providing credit union members and clients with sound investment advice and personalized service. As she employs a comprehensive and thorough financial review process, she tailors a realistic plan for each individual to best suit his or her present needs as well as work toward meeting future goals.

In addition, she focuses on guiding her clients in working toward accumulating wealth sufficient to create an income stream to support their lifestyle in retirement. Through asset growth and tax-efficient investing strategies, she provides the experience and vision to help her clients work toward building, and more importantly preserving, a long lasting asset base and financial legacy.

Dana has worked in the financial services industry for more than 20 years, with 18 of those years focusing on clients of SAFE Financial Services. She values the relationship she shares with her clients and understands the importance of ongoing and open communication. Clients appreciate her knowledge and her willingness to share that knowledge.

At home, Dana and her beautiful daughter Isabella, enjoy quality time in their spacious yard. Their favorite things to do away from home are to travel and also to see shows at the B Street Children’s Theater, where they hold season tickets.

 

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.

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