Financial Advisor Profile

Brett Allred

Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0C83572

About Me

I can’t remember a time where I wasn’t interested in finance and investments. At 16, my grandfather generously gifted me shares of Disney, Coca-Cola and Proctor & Gamble stock. From that point forward, I became absorbed with financial markets – I subscribed to the Wall Street Journal and started tracking a variety of stocks with a pencil and graph paper.

After graduating from the US Naval Academy, I had the honor of serving our country as a naval officer here in San Diego. During my commission, I continued to follow the financial markets. After 5 years of active duty, I left the Navy and joined Paine Webber to pursue my passion and became a financial advisor. Since then, I’ve been affiliated with a few different firms and finally found my permanent home at SDCCU Investment Services in 2017. I love the personalized, community feel that SDCCU offers its members, and found it a compliment to how I like to work with my clients.

In my spare time, you can often find me on the golf course, or more recently, enjoying a game of pickleball. I’m a music lover and enjoy going to concerts, especially those at one of my favorite venues, Belly Up Tavern. While I enjoy my hobbies, my favorite is the time I spend with my son.

What Makes Me Different

I see myself as an essential part of my clients’ financial team, creating wealth plans that work in unison to grow and preserve their estate. I develop deep personal relationships with my clients and serve as a sounding board – not just for investment concerns, but also with other financial related matters: getting a mortgage, buying or leasing an automobile, choosing the best banking solutions, etc.

Education & Professional Certifications

• US Naval Academy Bachelor of Science in Controlled Systems Engineering
• FINRA Series 7, 66 held through LPL Financial
• CA Insurance Lic #0C83572

Branches Served

Encinitas and Solana Beach

Services Include

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

Services Include

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

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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.