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Investment Services

Our goal is to provide you with sound financial guidance so you can make informed decisions about your future. Your membership with the Credit Union has earned you this value-added benefit.

We invite you to utilize the services of SCE FCU Wealth Management for assistance with:

  • Strategies that aim to generate 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.

Our wealth management advisors in California and Nevada are available to meet with you by appointment at our branch locations or by phone. Visit the SCE FCU Wealth Management site for a variety of tools, articles and information we hope you’ll find helpful.

SCE FCU Wealth Management

 

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

  • David Dixon - Nevada Wealth Advisor

    Nevada Wealth Advisor

    David Dixon, CFP®
    Wealth Advisor | LPL Branch Manager