If you are a federal employee or contractor who has been financially impacted by the partial government shutdown, we are here to help. Please call us at (800) SEE-SAFE during business hours.
Wealth Management Meet Our Advisors

Steve Raymond, CFP®, AIF®

LPL Financial Advisor

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

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

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 an exceptional member service experience. Through open dialogue and a clear understanding of financial goals, he builds lasting client relationships by helping them develop and maintain a sound 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.


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.

Link to top of page

Hi! Let’s get started.

Forgot User ID or Password

Not enrolled? Get Started!