Financial Planning and Investment Services
Investing is a great way to put your money to work for you. Whether you are planning for your future, or you are looking for a range of competitive rates, we can help you take advantage of your investment options.
Through our broker-dealer, LPL Financial, California Credit Union provides access to a full line of investment products and services designed to pursue your financial needs, now and in the future.
Our Investment Consultants have extensive knowledge and experience working with teachers and faculty. In the comfortable setting of your local CCU branch, we'll help you sort through the complexities to see which options best meet your needs. And if you have a current plan, we're happy to provide a free analysis and "second opinion."
So whether you're just starting out or are well into your own financial plan, we can help you work toward your life goals.
Please give CCU Investment Services a call at 800-334-8788 or complete a request form to make your complimentary appointment today.
- Investment Planning
- Estate Planning
- Complimentary Educational Seminars
- Custodial Accounts
- Mutual Funds
- Tax-deferred Annuities
- Corporate and Municipal Bonds
- Money Market Funds
- US Government Securities
- Traditional Individual Retirement Accounts (IRAs)
- Roth IRAs
- Employer Sponsored Retirement Plans - 401(k), 403(b), SEP
- Long-term Care Insurance
- Disability Income Insurance
|Not NCUA Insured||Not Credit Union Guaranteed||May Lose Value|
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. California Credit Union and CCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.
LPL Financial Investment Consultants:
Covina and Beaudry Branches
Alex Kirrin has enjoyed 14 years business experience. Originally from the Midwest, Alex was born and raised in Chicago, Illinois, and graduated from Indiana University in Bloomington. He worked on the Options Exchange in Chicago during college and became a Financial Advisor for Olde Brokerage in 1994 in Orlando, Florida. Alex also worked in the IT Industry for 3 years, as a Project Manager, for EDS in Boca Raton, Florida. Most recently, Alex worked for Citibank (Smith Barney) in the Glendale and Rosemead area.
He holds series 7, 24, 63 and 65 securities registrations through LPL Financial as well as the California insurance life and health license (CA Insurance Lic# OD34999). Alex is registered to conduct securities business in the state of California.
To get started working toward a positive financial future, call Alex at 800-334-8788 ext. 6747 to make an appointment.
Rosenell, Glendale and Pasadena Branches
Gary Sipos brings an accomplished background spanning the past 20 years in the financial services arena. He is a graduate of the University of Michigan Business School with a major in finance and economics. He has had successful tenures at National City, Fifth Third Bank, and Union Bank. Areas of expertise are individual asset management, target markets(401K, 403B, 457), and retirement planning.
He holds Series 7 and 63 securities registrations through LPL Financial, as well as the CA life, accident and health, variable contracts insurance (CA Insurance Lic# 0F59023). Gary is registered to conduct securities business in the State of California.
Call Gary Sipos for a free, no obligation consultation at (800) 334-8788, extension 6793.
Torrance, Downey, Carson, West LA, and Inglewood Branches
June became interested in finance while attending California State University, Dominguez Hills. After graduating with a bachelor’s degree in business administration, she worked as an investment advisor at SchoolsFirst Federal Credit Union, California National Bank and Great Western Bank. With more than 12 years of financial experience, June brings her knowledge and expertise to California Credit Union.
June enjoys working with all aspects of financial service and planning, including long-term investment and retirement planning for individuals and small businesses and education funding. She holds series 7 and 66 securities registrations through LPL Financial as well as the California life and health insurance license (CA Insurance Lic# OB60302). June is registered to conduct securities business in the state of California.
To get started on your way to a positive financial future, call June at 800-334-8788 ext. 6794 to make an appointment.