Let's plan for life's changing moments.

Amber Lassner, CRPC^® LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Andrew Fairbanks, WMS^SM LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor for more than 8 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 a Wealth Management Specialist^SM designation in addition to Series 7 and Series 66 securities 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 #0I34234.

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

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

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

Andrew Ketchum holds the Series 7 and Series 66 registrations 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 #4038252.

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

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Anthony Lombardi, CFP^® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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 #0I69193.

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

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Daniel Dhillon, CFP® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor for more than 14 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 member’s individual financial needs.

Daniel obtained the Certified Financial Planner™ designation in addition to the Series 7, Series 63 and Series 65 securities registrations held through LPL Financial. Daniel 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 #0F09895.

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

The 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.

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. Golden 1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and insurance offered through LPL or its affiliates are:

Daniel Huegi, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Darren Edge, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Frank Lizotte, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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 #0I96978

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

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Gary Paul, CFP^® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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. 

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Jason Crowell, CFP^® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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. 

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Joczan Chavez, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Joel Dunbar, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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 #0I25185.

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

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Joshua Summerhays, CFP^® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Kristopher Wilson, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor for more than 7 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 member's 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Kyle Monahan, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Lew Lemon, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Matthew Perkins, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Rick Cavalla, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Sally Louie, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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. 

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Senh Ly, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Simon Yu Ye, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate for almost a year. Through LPL Financial, Simon 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.

Simon Yu Ye 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 #OM65863.

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

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: 

Steven Frith, LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor 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.

The 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 Investment Services. Securities and Insurance offered through LPL or its affiliates are: