Wealth Management Meet our advisors

Kim Sutton, AAMS®

LPL Financial Advisor

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

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

Kim Sutton has been serving SAFE Credit Union members for over 18 years. Previously working in branch management, Kim developed a strong connection with credit union 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 credit union members, she sees firsthand the effects of not having a sound financial plan in place. Therefore, her passion is assisting credit union members and clients in preparing for their financial future.

Understanding a credit union 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 credit union 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.

 

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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