Golden 1 Investment Services

Amber Lassner, Associate Financial Consultant for Golden 1 Investment Services has been working as an Associate Financial Consultant for more than 4 years. Through LPL Financial, Amber is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Amber Lassner holds the Series 7 and Series 66 registrations held through LPL Financial. She is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0K22985.

Amber specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Amber Lassner is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA, NV, WA

Andrew Fairbanks, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 6 years. Through LPL Financial, Andrew is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Andrew Fairbanks holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0134234.

Andrew specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Andrew Fairbanks is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CA, NE, OK, OR, UT

Anthony Lombardi, CFP^® Financial Consultant for Golden 1 Investment Services, has been working as a Financial Consultant for more than 5 years. Through LPL Financial, Anthony is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Anthony received a Bachelor of Science degree in Business Administration from California State University, East Bay. He holds a Certified Financial Planner^TM designation in addition to Series 7 and Series 66 securities registrations held through LPL Financial. Anthony is licensed with the California Department of Insurance as a Life and Health Agent capable of offering different types of insurance. CA Insurance License #0169193.

Anthony specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies. 

Anthony Lombardi is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AZ, CA, GA, IL, NV, NC, OH, OR, PA, TX, UT, WA

Briand Kitchens, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for 3 years.  Through LPL Financial, Briand is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Briand Kitchens holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0K54429.

Briand specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Briand Kitchens is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA

Daniel Huegi, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 4 years. Through LPL Financial, Daniel is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Daniel Huegi holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0K23493.

Daniel specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Daniel Huegi is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AZ, CA, MA, NV, NC, OK, TX, WA

Darren Edge, Associate Financial Consultant for Golden 1 Investment Services has been working as an Associate Financial Consultant for more than 2 years. Through LPL Financial, Darren is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Darren Edge holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0M25962.

Darren specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Darren Edge is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA

Frank Lizotte, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for 5 years. Through LPL Financial, Frank is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Frank holds Series 7, Series 66 and Series 63 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0196978

Frank specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Frank Lizotte is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CA

Gary Paul, CFP^® Financial Consultant for Golden 1 Investment Services, has been working as a Financial Consultant for more than 24 years. Through LPL Financial, Gary is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Gary earned a Bachelor’s Degree with a major in Finance and an MBA from Texas State University. He holds a Certified Financial Planner^TM designation in addition to Series 7, Series 24, Series 63 and Series 65 securities registrations held through LPL Financial. Gary is licensed with the California Department of Insurance as a Life and Health Agent capable of offering different types of insurance. California Insurance License #0B96381.

Gary specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies. 

Gary Paul CFP^®, is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AZ, CA, CO, HI, ID, MI, NV, OH, OR, TX, UT, WA, WI

Jason Crowell CFP^®, Financial Consultant for Golden 1 Investment Services, has been working as a Financial Consultant for more than 7 years. Through LPL Financial, Jason is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Jason received a Bachelor of Science degree from California State University in Finance. He obtained the Certified Financial Planner^TM designation in addition to the Series 7 and Series 66 securities registrations held through LPL Financial. Jason is licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. California Insurance License #0H74932.

Jason specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies. 

Jason Crowell is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA, MD, NJ, PA

Joczan Chavez, Associate Financial Consultant for Golden 1 Investment Services has been working as an Associate Financial Consultant for more than 2 years. Through LPL Financial, Joczan is able to offer access to a full range of investment and insurance products that may assist with each credit union member’s individual financial needs.

Joczan Chavez holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0K13699.

Joczan specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Joczan Chavez is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA, NV, WA

Joel Dunbar, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 6 years. Through LPL Financial, Joel is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Joel Dunbar holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0125185.

Joel specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Joel Dunbar is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA

Joshua Summerhays, CFP^® Financial Consultant for Golden 1 Investment Services, has been working as a Financial Consultant for more than 12 years. Through LPL Financial, Joshua is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Joshua received a Bachelor of Science degree from California State University, Sacramento in 2005. Joshua obtained the Certified Financial Planner^TM and Chartered Retirement Planning Counselor (CRPC^®) designations in addition to the Series 7 and Series 66 securities registrations held through LPL Financial and is licensed with the California Department of Insurance as a Life and Health Agent capable of offering different types of insurance. California Insurance License #0F65891.

Joshua specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Joshua Summerhays CFP^® is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AL, AZ, CA, HI, ID, NV, OR, SD, TX, VA, WA

Joy Maxfield, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 28 years. Through LPL Financial, Joy is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Joy Maxfield holds the Series 7 and Series 65 registrations held through LPL Financial. She is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0823972.

Joy specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies. 

Joy Maxfield is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA

Kristopher Wilson, Associate Financial Consultant for Golden 1 Investment Services has been working as an Associate Financial Consultant for more than 4 years. Through LPL Financial, Kristopher is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Kristopher Wilson holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0K09012.

Kristopher specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Kristopher Wilson is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA, ID, IL, IA, MT, NY

Kyle Monahan, Associate Financial Consultant for Golden 1 Investment Services has been working as an Associate Financial Consultant for more than a year. Through LPL Financial, Kyle is able to offer access to a full range of investment and insurance products that may assist with each credit union member’s individual financial needs.

Kyle Monahan holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0M91619.

Kyle specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Kyle Monahan is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA, NV, WA

Lew Lemon, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 33 years. Through LPL Financial, Lew is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Lew Lemon holds the Series 7, Series 24, Series 63 and Series 65 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0681771.

Lew specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Lew Lemon is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AK, AZ, CA, FL, IL, NV, NM, NY, OR, TN, TX, WA

Matthew Perkins, Associate Financial Consultant for Golden 1 Investment Services has been working as an Associate Financial Consultant for more than 3 years. Through LPL Financial, Matthew is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Matthew Perkins holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0K77640.

Matthew specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Matthew Perkins is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA

Rick Cavalla, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 23 years. Through LPL Financial, Rick is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Rick Cavalla holds the Series 7, Series 63, and Series 65 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0B56572.

Rick specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Rick Cavalla is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AZ, CA, CO, DC, FL, ID, MI, MT, NV, OR, WA

Sally Louie, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 21 years. Through LPL Financial, Sally is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Sally Louie holds the Series 7 and Series 63 registrations held through LPL Financial. She is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0C59297.

Sally specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies. 

Sally Louie is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AZ, CA, HI, ID, MO, NV, NY

Senh Ly, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 14 years. Through LPL Financial, Senh is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Senh received his bachelor’s degree in economics from the University of California, Davis. Senh Ly holds the Series 7, Series 63 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0D63961.

Senh specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Senh Ly is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  CA, DC, HI, MD, NV, OR, UT, VA

Steven Frith, Financial Consultant for Golden 1 Investment Services has been working as a Financial Consultant for more than 8 years. Through LPL Financial, Steven is able to offer access to a full range of investment and insurance products that may assist with each credit union members individual financial needs.

Steven Frith holds the Series 7 and Series 66 registrations held through LPL Financial. He is also licensed with the California Department of Insurance as a Life and Health Agent capable of offering many different types of insurance. CA Insurance License #0D22732.

Steven specializes in retirement planning, college-cost planning, tax-advantaged investing and wealth transfer strategies.

Steven Frith is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Golden 1 Credit Union and Golden 1 Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CA, CO, GA, IL, MI, MT, NY, OH, OR, PA, TX, WA