Featured Rates
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Services & Strategies to Help You Reach Your Goals!
Our LPL Investment Advisor Representative, Keith Galicia CFP®, can assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio to help you pursue your goals.
We offer access to the following products and services:
Retirement Planning
Brokered CDs
Annuities
IRAs
529-College Planning
Life Insurance
Financial Needs Analysis
Tax Strategies
403(b), Roth 403(b), 427(b)
40(k)/Pension Options
Mutual Funds
Phone (760) 371-7269
Email: keith.galicia@lpl.com *Please email for an appointment.
CA Insurance Lic. # 0C70381
Check the background of this investment professional on FINRA’s BrokerCheck.
Your Credit Union (AltaOne Federal Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit
https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
|---|
Securities offered through LPL Financial Member FINRA/SIPC
