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Wealth Management Meet our advisors

Jeff Impey, CFP®

SAFE Wealth Advisor

CA Insurance License #0F35209
Registered for Securities in: AL, AZ, CA, FL, IL, NV, OH, OR, TX, 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

Since 1998, Jeff Impey has worked in the financial planning and wealth management industry in various roles, including some of the top firms on Wall Street.

Jeff received his undergraduate education at California State University, Chico and his designation as a CERTIFIED FINANCIAL PLANNER™ professional from the College for Financial Planning in Centennial, Colorado. He is also a 2017 Sacramento Five Star Wealth Manager recipient*.

Jeff provides holistic financial planning services to credit union members and clients. He understands the importance of listening to client concerns and creating long-lasting relationships to help identify and pursue their goals toward financial well-being.

On a personal note, Jeff enjoys golfing, vacationing in Lake Tahoe, and spending quality time with friends and family. He and his wife, Daphne, delight in having quality time with their three daughters.

 

* Award based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers.

The financial consultants at SAFE Financial Services are registered representatives 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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