Personalized Financial Planning

Personalized Financial Planning

Preparing for Your Financial Future

In addition to serving your day-to-day financial needs, SCU is committed to helping you plan for a successful financial future. We believe that there's no better way to potentially reach your long-term and retirement goals than by establishing a plan and road map for financial success. This means guiding you with sound advice while providing the services and products that will help you work toward your current and future lifestyle goals.

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Our financial advisors can work closely with you to develop a sound financial plan, assist you along the way as your needs grow or change and provide consultation and/or products in the following areas:

  • Classic financial planning
  • Asset management services
  • Private money management
  • Asset allocation
  • Mutual funds
  • Annuities
  • Stocks
  • Bonds (taxable and tax-free)
  • Retirement planning
  • College education planning
  • Estate planning
  • Long-term care planning
  • Insurance

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Investments are:

  • Not FDIC/NCUSIF insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at

Check the background of our investment professionals on FINRA's BrokerCheck:

Related Links:

800 H Street

Sacramento, CA 95814

Linked sites are not under the control of Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites.