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Services & Strategies to Help You Work Toward Your Goals!
Our LPL Investment Advisor Representative, Keith Galicia CFP®, can assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio to help you pursue your goals.
We offer access to the following products and services:
Retirement Planning
Brokered CDs
Annuities
IRAs
529-College Planning
Life Insurance
Financial Needs Analysis
Tax Strategies
403(b), Roth 403(b), 457(b)
401(k)/Pension Options
Mutual Funds
Phone (760) 371-7269
Email: keith.galicia@lpl.com *Please email for an appointment.
CA Insurance Lic. # 0C70381
Check the background of this investment professional on FINRA’s BrokerCheck.
Keith Galicia is a registered representative with, and offers securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. AltaOne Federal Credit Union and AltaOne Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AltaOne Wealth Management, and may also be employees of AltaOne Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AltaOne Federal Credit Union or AltaOne Wealth Management. 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
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 |
|---|
The LPL Financial registered representative(s) 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.
