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SDCCU Investment Services®

Personalized wealth planning for every stage of life.

SDCCU Investment Services

Who We Are & What We Do

The right choice makes all the difference when investing in your financial future. Financial advisors at SDCCU Investment Services® are focused on assisting clients in navigating the complexities of their financial lives. We have an experienced team with an average of over 20 years’ experience in offering personal financial advice. Whether you are saving for a big purchase, planning your retirement, starting a business or expanding your family, your financial advisor is there with you every step of the way to create a customized long-term strategy.

Investment Services Include:

  • Comprehensive Financial Planning
  • Wealth Management
  • Retirement Analysis
  • Life Insurance & Long Term Care Planning
  • Small Business & Corporate Retirement Plans
Investment Services

Our Process

Our planning process is designed to help you put strategies in place that are aligned with your goals. We analyze your financial situation and objectives and recommend personalized solutions to help you build your financial plan. 

Investment Services Process

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protection against loss.

Client-Centric Solutions

Our financial advisors are dedicated to helping make your financial dreams a reality through a personalized approach based on your goals, time frame and particular tolerance risk. Your financial advisor will provide ongoing guidance and support, including:

  • Proactive phone calls and checkpoints
  • Financial planning check ups
  • Annual portfolio reviews
  • Periodic economic updates and market commentary

Visit each advisors' profile to learn more about themselves and check the background of investment professionals associated with this site on FINRA's BrokerCheck.


MEET OUR ADVISORS

Resources

SDCCU Investment Services is backed by LPL Financial, the largest independent broker-dealer in the United States. This relationship allows us to have access to LPL's array of services, technology, investment solutions and research, including timely articles exploring various aspects of the world of finance. 

Weekly Market Commentary: This weekly update offers insights into domestic and global financial market events, policy actions and geopolitical impacts. 

2024 Mid-Year Outlook: The 2024 Outlook is LPL Financial's guide to how readjustments in the markets and economy may impact you in 2024.

Client Account Access

LPL Account View is a FREE online service that allows you to:

  • View an up-to-date summary of your investments
  • Conduct research on investments, companies and industry trends
  • Opt-in and receive your investment account statements online
  • View, download and print your statements, reports and trade confirmations
  • Export or copy your information into Quicken® or Microsoft® Excel

Log into LPL Account View

You will need your LPL account number to register for LPL Account View. If you need your account number, please look on your statement or contact your SDCCU Investment Services Financial Advisor. 

If you’re already a SDCCU Investment Services client, log into LPL Account View to access certain investment accounts.

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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. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. 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


Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.


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