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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, NM, NV, OH, OR, TX, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities Registrations are held with LPL Financial

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 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.

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

 

* 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.


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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