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Wealth Management Meet our advisors

Kim Sutton

LPL Financial Advisor

CA Insurance License #0F70752 
Registered for Securities in: CA, NV, OR* 
Registered as Investment Advisor Representative (IAR) in: CA* 
*Securities Registrations are held with LPL Financial

Kim Sutton has been serving SAFE Credit Union members for the past six years. Previously working in branch management, Kim developed a strong connection with members, helping those who sought to improve their financial well-being. That naturally led her to seek a career shift, eventually becoming a SAFE Wealth Advisor.

Working closely with members, she sees firsthand the effects of not having a sound financial plan in place. Therefore, her passion is assisting members and clients in preparing for their financial future.

Understanding a member's financial objectives in all stages of life, Kim tailors financial plans to reflect each individual's specific needs. Whether it's a young professional just beginning to save for retirement, parents starting a child’s college savings plan, or someone who is about to retire, she is committed to using her experience to develop a plan that will work toward advancing her client's financial goals.

When not working with members, Kim is outdoors, either camping or taking road trips in search of California’s hidden treasures. After returning from an adventure, she enjoys time with her family and friends.

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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