LPL Financial Advisor focused on helping Clients with financial planning and investment-related needs.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Credit Union of Southern California and SoCal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SoCal Wealth Management and may also be employees of Credit Union of Southern California. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union of Southern California or SoCal Wealth Management.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 ValueThe LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CA Insurance Lic #0F31963.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Series 7 & 66 registrations held through LPL Financial.