LET’S PLAN FOR LIFE’S CHANGING MOMENTS.

Adrian Shankar, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2024. He holds the Series 7 and Series 66 registrations through LPL Financial.

Adrian is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License # 4098707. Adrian specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Adrian provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

In his free time, Adrian enjoys traveling the world with his wife and kids. 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: 

Amber Lassner, CRPC^® LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2015. She holds the Chartered Retirement Planning Counselor^® designation in addition to the Series 7 and Series 66 registrations through LPL Financial.

Amber is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K22985.

Amber specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Amber provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

In her free time, Amber enjoys hanging out with her son and daughter, traveling, and going to concerts.

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, WMSSM LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2014. He holds a Wealth Management Specialist^SM designation in addition to Series 7 and Series 66 securities registrations through LPL Financial.

Andrew attended Cal Poly Humboldt. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0I34234.

Andrew specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Andrew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Away from the office, Andrew enjoys golfing with friends, traveling around the world, and spending time with his two beautiful daughters.

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 since 2020. He holds the Series 7 and Series 66 registrations through LPL Financial.

Andrew is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #4038252.

Andrew specializes in retirement planning, college-cost planning, tax advantaged investing, and wealth transfer strategies. Through LPL Financial, Andrew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

When not busy at work, Andrew loves spending time with his amazing wife and two energetic daughters.

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 since 2016. He holds a Certified Financial Planner^TM designation in addition to Series 7 and Series 66 securities registrations through LPL Financial.

Anthony received a Bachelor of Science degree in Business Administration from California State University, East Bay. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0I69193.

Anthony specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Anthony provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

When not at work, Anthony enjoys spending time with his wife and kids, playing golf, and cheering on the Sacramento Kings. Go Kings!

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 since 2004. He 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 a graduate of Seattle University.  He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. California Insurance License #0F09895.

Daniel specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Daniel provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Away from work, Daniel loves living in the Bay area with his wife, two sons, daughter, and Rottweiler.

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 since 2015. Daniel 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, offering a wide selection of insurance products. CA Insurance License #0K23493.

Daniel specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Daniel provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

When not at work, Daniel enjoys spending time with his family. He has two young boys that keep him and his wife active.

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 since 2016. He holds the Series 7 and Series 66 registrations through LPL Financial.

Darren is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0M25962.

Darren specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Darren provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

When out of the office, Darren enjoys coaching, refereeing, or volunteering in youth sports.

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 since 2013. He holds the Certified Financial Planner^TM designation in addition to Series 7 and Series 66 securities registrations through LPL Financial.

Jason received a Bachelor of Science degree in finance from Cal State University, Sacramento. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. California Insurance License #0H74932.

Jason specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Jason provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Jason’s parents were in the military, so he traveled a lot and lived in Germany for five years. Jason has two children and enjoys coaching T-Ball in little league.

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, CWS^® LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2019. Joczan holds a Certified Wealth Strategist^® designation in addition to Series 7 and Series 66 registrations through LPL Financial.

Joczan attended UC Davis, where he earned his degree in Sociology. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K13699.

Joczan specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Joczan provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

In his free time, Joczan enjoys spending time with family and friends, and watching the San Francisco 49ers win football games.

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 since 2007. He 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.

Joshua received a Bachelor of Science degree in Business Administration from Cal State University, Sacramento. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. California Insurance License #0F65891.

Joshua specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Joshua provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Away from work, Joshua enjoys spending time with family, traveling, hiking in the mountains, golfing, or any active, outdoor activities.

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, ChFC^® LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2014. Kris holds the Series 7 and Series 66 registrations through LPL Financial.

Kris studied economics and accounting at UC Santa Cruz. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K09012.

Kris specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Kris provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Outside of work, his two boys, ages 14 and 9, keep his family busy at the Lacrosse field, snowboarding, running, and kayaking on the American River.

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 since 2018. Kyle holds the Series 7 and Series 66 registrations through LPL Financial.

Kyle is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0M91619.

Kyle specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Kyle provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

In his free time, Kyle enjoys camping with family and friends, fly fishing streams and rivers, and playing fetch with his German Shorthaired Pointer.

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, WMSSM LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 1984. He holds the Series 7, Series 24, Series 63, and Series 65 registrations through LPL Financial.

Lew received a Bachelor of Science degree at the University of Nevada, Reno. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0681771.

Lew specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Lew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Outside of work, Lew enjoys skiing, fishing, and hunting with his family.

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, ChFC^® LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2015. He holds the Series 7 and Series 66 registrations through LPL Financial.

Mathew earned a Bachelor of Science degree in Business Administration. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0K77640.

Matthew specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Matthew provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Away from work, Matthew enjoys spending time with his wife and daughter and getting out on the golf course whenever he can.

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 since 1995. Rick holds the Series 7, Series 63, and Series 65 registrations through LPL Financial.

He is also licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0B56572.

Rick specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Rick provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

In his free time, Rick enjoys playing golf and loves watching Raider football games.

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 since 1998. Sally holds the Series 7 and Series 63 registrations through LPL Financial.

Sally is a graduate of UCLA. She is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0C59297.

Sally specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Sally provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Outside of work, Sally enjoys fostering large dogs and she loves to garden.

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: 

Sean Friesen, LPL Financial Advisor Associate for Golden 1 Investment Services, has been working as a Financial Advisor Associate since 2022. Sean holds the Series 7 and Series 66 registrations through LPL Financial.

Sean is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #4206350.

Sean specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Sean provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Away from work, Sean enjoys reading, traveling to new places, and spending time with family, friends, and his dog Dexter. 

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 since 2007. He holds the Series 7, Series 63, and Series 66 registrations through LPL Financial.

Senh received his bachelor’s degree in economics from the University of California, Davis. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0D63961.

Senh specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Senh provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Outside of work, Senh spends his free time golfing and rooting for his favorite sports team, the Sacramento Kings.

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, ChFC®  LPL Financial Advisor for Golden 1 Investment Services, has been working as a Financial Advisor since 2020. Simon holds the Series 7 and Series 66 registrations through LPL Financial.

Simon received a Bachelor of Science degree from UC Merced. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #OM65863.

Simon specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Simon provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

Simon was born and raised in China and came to the U.S. when he was 11 years old. Away from work, he enjoys spending time with his wife and beautiful little girl.

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 since 2011. Steven holds the Series 7 and Series 66 registrations through LPL Financial.

Steven is a graduate of Cal State University, Sacramento. He is licensed with the California Department of Insurance as a Life and Health Agent, offering a wide selection of insurance products. CA Insurance License #0D22732.

Steven specializes in retirement planning, college-cost planning, tax-advantaged investing, and wealth transfer strategies. Through LPL Financial, Steven provides access to a full range of investment and insurance products to help credit union members meet their individual financial needs.

When not at work, Steven and his wife Amy enjoy taking their two daughters to their many activities. Steven also likes golfing, traveling, and watching Kings, 49ers, and Giants games.

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: