Investments
Non-commissioned Financial Consultants with your best interests in mind.
The investment climate has never been more exciting or more challenging than it is today. Now more than ever, you demand – and deserve – professional advice and guidance, and the convenience of receiving comprehensive products and services from a single trustworthy source.
Want to know more? Visit the SAG-AFTRA Financial Services website or call us toll-free at 1-800-826-6946.
 Christine Stern, Financial Consultant
Vice President
Financial Services Group
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 “Five Star Wealth Manager” in Los Angeles Five Years in a Row*
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| Wilshire branch on Monday and Friday; Sherman Oaks on Tuesday, Wednesday & Thursday (818)562-3543 christine.stern@lpl.com CA Insurance Lic No. 0C27085 |
*The Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Year 2012/2013/2014/2015 Five Star Wealth Managers. |
As a full-service brokerage office, our representatives understand your needs and can help you understand which investment products are most appropriate for your situation. We offer an assortment of quality, non-proprietary investments including:
- Managed asset plans - professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Cash flow analysis - for everyday budgeting
- College planning - long-term planning to ensure you’re ready when your children are
- Retirement planning - an investment strategy to help you meet all of your retirement goals
- Estate Planning - preserve the maximum amount of wealth possible for your beneficiaries
Call or e-mail us for a no-obligation appointment to learn more about these topics or other areas of investing.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IL, MO, NJ, NV, NY, OR, PA.
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. SAG-AFTRA Federal Credit Union and Financial Services Group at LPL Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Financial Services Group at LPL Financial and may also be employees of SAG-AFTRA Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAG-AFTRA Federal Credit Union or Financial Services Group at LPL Financial. Christine Cabral Stern. State of domicile and principal place of business CA. CA Insurance license #0C27085.
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 |
SAG-AFTRA Federal Credit Union (“Financial Institution”) 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.
Advisory Services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.