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Wealth Management Meet Our Advisors

Steve Raymond, CFP®, AIF®, AIFA®

SAFE Wealth Advisor

CA Insurance License #0G21120
Registered for Securities in: AZ, CA, WA*
Registered as Investment Advisor Representative (IAR) in: AZ, CA*
*Securities Registrations are held with LPL Financial

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Steve Raymond is a CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience assisting investors in the pursuit of financial well-being. Steve earned a master’s degree in business administration, with an emphasis on investments, from the University of Miami, and now specializes in providing professional guidance for retirement and estate planning.

Steve is dedicated to delivering exceptional client service. Through open dialogue and a clear understanding of financial goals, he builds lasting client relationships by helping them develop and maintain a suitable financial plan to pursue long-term goals.  

In his personal time, Steve enjoys hiking, cycling, and running.  He also enjoys reading, traveling, and wine tasting.

 

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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