Investment and Retirement Services
for financial success.
Smart investing for a brighter future.
Develop both a plan and relationship for financial success with First Entertainment Wealth Management Group, your home for personalized investment strategies.
Motion Picture Individual Account Plan (IAP)
Make the most of your IAP benefits with personalized retirement guidance. We’ll help you understand your options, navigate your paperwork, and set up an IRA so you can confidently take your next financial step.
Goal Identification & Income Analysis
Whether you’re planning for retirement, a major life event, or long-term financial security, we’ll help you assess where you are today and map out a clear path toward your future goals with personalized recommendations and professional guidance.
Investment Strategies & Money Management
Get an independent review of your current investments, including retirement accounts and mutual funds. We’ll review your portfolio, identify an investment strategy designed to support your goals, and make the most of your assets.
Retirement Planning
Retirement planning doesn’t have to be overwhelming. We’ll tailor a personalized strategy according to your needs and future income goals, designed to help you feel more confident about the years ahead.
Financial Counseling
Unsure about rolling over an old retirement account or moving funds between plans? We’re here to simplify the process, answer your questions, and provide guidance so you can make informed financial decisions.
Risk Management & Insurance
Protect what matters most. We’ll evaluate potential risks, identify assets that may need protection, and explore insurance solutions such as fixed annuities, long-term care insurance, and more.
Gain confidence knowing your financial future is protected. Call 323.342.8998 to schedule a consultation today or set-up an intro call.
Get Started Today
Disclosures
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LPL Financial Form CRS
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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. First Entertainment Credit Union and First Entertainment Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Entertainment Wealth Management Group, 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, First Entertainment Credit Union or First Entertainment Wealth Management Group. 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
Your 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.
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.