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Wealth Management Meet our advisors

Denise Davis

SAFE Wealth Advisor

CA Insurance License #0D19507
Registered for Securities in: AZ, CA, NV, OR*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities Registrations are held with LPL Financial

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 members and clients navigate their financial lives through retirement planning, employer direct rollovers, 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 a wealth advisor, Denise loves to travel the world with her husband and two daughters. Most weekends you’ll find her gardening or kayaking a river.

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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