Wealth Management

scefcu wealth management logo


At SCE FCU our goal is to provide you with sound financial guidance so you can make informed decisions about your future. Our services are offered without obligation. Your membership with the Credit Union has earned you this value-added benefit.

In addition to the many investment options the Credit Union offers, we invite you to utilize the services of SCE FCU Wealth Management for assistance with:

  • Strategies for generating life-lasting income
  • Investment management and retirement planning
  • Asset protection for aging parents
  • Life, disability and long-term care insurance
  • Estate planning
  • Stocks, bonds, mutual funds, annuities, etc.

The wealth management specialists are available to meet with you by appointment at our branch locations or by phone.

Visit our SCE FCU Wealth Management site!

You'll find a variety of tools, articles and information we hope you'll find helpful.



Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured SCE FCU deposits and are not NCUA insured. These products are not obligations of SCE FCU and are not endorsed, recommended or guaranteed by SCE FCU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California (CA), Colorado (CO), Florida (FL), Hawaii (HI), Iowa (IA), Nevada (NV), Oklahoma (OK), and Washington (WA).

LPL Branch Office: 12701 Schabarum Ave, Irwindale CA 91706