Leave the planning to us.

Whether you’re looking for complete financial guidance, assistance with a specific financial goal, or just a second opinion,
SoCal Wealth Management would love to help.

Why savvy consumers choose the SoCal Wealth Management team to help make it happen.

Professional Guidance
Prudent Management
Straight-forward pricing

Whatever your financial goals, we’re here to help you make them happen with a wide range of wealth management solutions including:

  • Investment Strategies
  • Retirement Planning
  • Income Management
  • Asset Management
  • Family Strategies
Talk to a financial advisor today.

No matter where you live, our financial consulting team is happy to accommodate you! Prefer an in-person meeting? No problem. Or, is an over-the-phone consultation more convenient? That works too.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Start Investing In Minutes

Investing is in the palm of your hands with our new online investment platform that combines advanced technology with the personal touch of a financial advisor. With as little as $5,000, you can start investing in your future today.

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Talk to a financial consultant.

No matter where you live, our financial consulting team is happy to accommodate you! Prefer to meet in-person? Our pleasure! An over-the-phone consultation more convenient? That works too.

The financial consultants at SoCal Wealth Management are registered representatives with, and 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. Credit Union of Southern California (CU SoCal) and SoCal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SoCal Wealth Management, and may also be employees of CU SoCal.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CU SoCal or SoCal Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Building Better Lives

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.


562.698.8326 | 866 CU SoCal Se Habla Español