Wealth Management Meet our advisors

Denise Davis

LPL Financial Advisor

CA Insurance License #0D19507
Registered for Securities in: AL, AR, AZ, CA, CO, HI, ID, KY, MT, NV, OR, 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

Denise Davis has more than 20 years of experience in the financial services industry and has worked with SAFE Credit Union for more than 10 years. Therefore, she has the experience to understand the unique needs of her clients.

Denise offers knowledgeable advice to help credit union members and clients navigate their financial lives through retirement planning, 401k/IRA transition assistance, asset allocation, managing risk, and building individual investment portfolios. Her focus is to empower investors to feel confident about their financial future and to help them gain confidence.

When not working as an advisor, Denise loves to travel the world with her husband and two daughters. Most weekends you’ll find her gardening or kayaking a river.

 

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
 

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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