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Wealth Management Meet Our Advisors

Sandra D. Apgar

SAFE Senior Private Client Manager

CA Insurance License #0H80518
Registered for Securities in: CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities Registrations are held with LPL Financial

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Sandra D. Apgar is Senior Private Client Manager for SAFE Credit Union.  With over a decade of experience working directly with private client members, she is no stranger to building lasting relationships with her clients and providing “best in class” concierge service.

Her highest priority is uncovering and understanding her clients’ values, concerns, and financial goals, tailoring personalized financial products and services to best fit their individual or collective needs.

From celebrating alongside her clients as they hit milestones within their lives to locking arms with them as they encounter difficult life changes, Sandy ensures that our members are taken care of.

Outside of the office, Sandy enjoys spending time with her family, friends, and neighbors.

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.

Investments are:
Not NCUA Insured
Not Credit Union Guaranteed
Not Obligations of the Credit Union
May Lose Value Including Principal
 

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.

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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