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
Portfolio Management
Tax Planning Strategies
Estate Management
Lifestyle
Our 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. |
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| 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
Team/Staff - Investment Services Section
California Wealth Advisor
Pierre M. Movsessian, MBA, CFP®, AIF®
Wealth Advisor | LPL Branch Manager
California Wealth Advisor
Teni Shahnazarian, RICP®
Wealth Advisor
Nevada Wealth Advisor
David Dixon, CFP®
Wealth Advisor | LPL Branch Manager
Basic Elements - Legal Text
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. SCE Federal Credit Union and SCE FCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCE FCU Wealth Management, and may also be employees of SCE Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SCE Federal Credit Union or SCE FCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not insured by NCUA or any other government agency |
Not Credit Union guaranteed |
Not Credit Union deposits or obligations |
May lose value |
LPL Branch Office: 12701 Schabarum Ave, Irwindale CA 91706
