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SCE FCU Wealth Management

Dream. Plan. Enjoy.

A successful retirement in the future can often depend on having a solid plan now. If your money isn't working as hard as you are, it may be time to act – there are no do-overs in retirement planning. Now's the time to consider developing a strategy that can help you work toward your financial goals.

Retirement Planning

Good things come to those who make sound decisions. Choosing the best way to save for your retirement along the way can really pay dividends for you when the time arrives.

Portfolio Management

There are so many ways you can invest your money these days. But never fear – we can help you find and manage the appropriate investments for your personal situation.

Tax Planning Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

Estate Management

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Lifestyle

Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey”.

 

Our approach

wealth management approach
Dynamic & interactive planning

Unlike many traditional wealth managers that create a one-time financial plan, we know life is unpredictable. There will be unexpected twists in the road – some good, some not so good. Over time, your goals will change. Our primary responsibility is to help you adapt your plan as life unfolds, making the right adjustments with a clear understanding of the trade-offs. Our dynamic and interactive planning process helps ensure you make your decisions with confidence.

Personalized investing

We apply the same client-first thinking in matters concerning investments. We partner with some of the leading investment institutions in the world to provide a multitude of strategies that can be tailored to your specific needs and built around your preferences. We’ll create a comprehensive portfolio that’s suitable for you and where you are in your life, with enough choices that seek to ensure you’re getting the results you expect throughout your entire life.

A lifetime of guidance & advice

We offer intelligent diagnostic tools that help you clearly articulate your preferences, your priorities, and what matters to you, so your money is working toward the life you want.

Investment Philosophy

As independent investment advisor representatives we have access to many leading money managers and exclusive institutional portfolios. All things equal we believe in lower fees. We believe in factorbased investing to pursue out performance as illustrated by academia and firms like DFA. We offer exclusive portfolios from Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs) institutional share class funds, retail no load funds and exchange-traded funds (ETFs).

 

Have questions? Ask an Advisor.

Investment Services Request

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Team/Staff - Investment Services Section

  • Pierre M. Movsessian - California Wealth Advisor

    California Wealth Advisor

    Pierre M. Movsessian, MBA, CFP®, AIF®
    Wealth Advisor | LPL Branch Manager

  • Teni Shahnazarian - California Wealth Advisor

    California Wealth Advisor

    Teni Shahnazarian, RICP®
    Wealth Advisor

  • David Dixon - Nevada Wealth Advisor

    Nevada Wealth Advisor

    David Dixon, CFP®
    Wealth Advisor | LPL Branch Manager