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Investments

Bear? Bull? Don't stress.
You have options.

Not keeping up with the stock market ticker? No worries. Our Member Investment Program is here to help you create a personalized investment plan for your future.

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Investment Options
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Member Investment Program
Meet Your Advisor
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Member Investment Program

Member Investment Program

We've developed a relationship with LPL Financial (LPL)1 to provide a variety of investment options to meet your individual preferences. LPL Financial Advisors will work with you to tailor-fit your needs. Whether you decide on do-it-yourself style investing or a full-service option, they will find the right products and services to help you reach your investment goals. 

About LPL Financial
LPL Financial Advisors have the knowledge, tools, and technology to assist you with your investment decisions. They follow a disciplined approach to investing that embraces strategies to help every client develop an investment portfolio to meet their risk tolerance level.

Your Advisor assists you throughout your entire investment life cycle, whether your plan is to start saving for a home or family, saving for college for your children, planning retirement, or taking distributions of your wealth to enjoy life!

LPL aligns its investment program objectives with credit union philosophy.

LPL Financial Advisors assess the following areas with you:

Risk Tolerance
Investing may involve risk, and it's important to understand how much risk you are taking on in pursuit of investment goals. LPL Financial Advisors will review your investments and make sure you are not taking on more risk than you are comfortable with.

Portfolio Diversification
Markets and economic conditions change. In most cases, no single investment approach will fit every economic situation. It's important to have a diversified portfolio that can help protect you from the unexpected. LPL Financial Advisors will review your portfolio to help ensure your investments are appropriate for your goals.

Retirement Strategy
Your LPL Financial Advisor will review your income needs along with your risk tolerance to create a retirement income plan with your goals in mind. LPL understands investing is a big decision and wants you to be comfortable with not only your investment strategy but your dividend and payout options also.

Long-term Investment Strategy
Remember your investment horizon timeline. Capital markets fluctuate and market volatility is part of the normal process. Don't let today's headlines distract you from your long-term goals. LPL Financial Advisors will help you keep your long-term objectives in view, to avoid making any hasty short-term decisions.

Meet Your Advisor

Meet Your Advisor

Aaron Bitran

Aaron Bitran
LPL Financial Advisor

CA Insurance License #0B82510
AZ, CA, FL, NH, NV, UT, VA, WA, WY
(909) 493-2530

Branches
Fontana • Rancho Cucamonga  • San Bernardino • Upland

MAKE AN APPOINTMENT

Tommy Degraw

Tommy DeGraw
LPL Financial Advisor

CA Insurance License #0K37915
AZ, CA, CO, ID, OR, TX
(909) 379-6550

Branches
Crestline • Highland Redlands • Rialto • Victorville •  Yucaipa


MAKE AN APPOINTMENT

Travis Crenshaw

Travis Crenshaw
LPL Financial Advisor

CA Insurance License #0L95801

(909) 776-9215

Branches
Diamond Bar • Ft Mohave  Long Beach • Montclair •  Needles •  Riverside • Torrance


MAKE AN APPOINTMENT

Check the background of this firm and the financial professionals on FINRA's Broker Check

Products

Products

Products and services offered through LPL include:

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • College Planning
  • Retirement Planning
  • 401K, Pensions, and IRA rollovers
  • Estate and Inheritance Planning
  • Online access to your account(s)
  • Asset Allocation and Portfolio Balancing

 

1Securities 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. Arrowhead Credit Union and Member Investment Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Member Investment Program, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arrowhead Credit Union and Member Investment Program. 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

 

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