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Blog

A teenager holding a yellow and blue longboard talking to her friend
Ryan Gallo | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Michael Gennawey, CRPC | May 12, 2022

Thoughts on the Market for May 2022

Financial Planning
Investing
A rundown of what's happening in the markets, what actions we are taking, and what you can do about it as well.
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Businesswoman looking at her phone
Ryan Gallo | May 9, 2022

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Michael Gennawey, CRPC | Mar 9, 2022

Video: Easy Ways to Financial Health

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

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Michael Gennawey, CRPC | Mar 9, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Investment Account Spring Cleaning | SoCal Wealth Management
Michael Gennawey, CRPC | Jan 20, 2021

Investment Account Spring Cleaning

Financial Planning
Investing
Time to take a look at those 2020 year end statements and do some 'Spring Cleaning'. Here are 5 pieces of advice to consider from your Investment Team at SoCal
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Ryan Gallo | May 8, 2020

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion for some, and a necessity for

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Ryan Gallo | May 8, 2020

Personal Loans and Credit Card Payoffs—What You Need To Know

With credit card interest rates ranging between 11 to 22%, it’s no wonder people are looking for alternative ways to handle and pay off their credit card debt

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Ryan Gallo | May 8, 2020

8 Tips for Finding Balance Between Work and Life

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report

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SocalWM@cusocal.org

     

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The financial consultants at SoCal Wealth Management are registered representatives with, and 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. Credit Union of Southern California (CU SoCal) and SoCal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SoCal Wealth Management, and may also be employees of CU SoCal.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CU SoCal or SoCal Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

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May Lose Value

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CA Insurance License Information:

Ryan A. Gallo | Domicile: CA | 8028 Greenleaf Ave., Whittier, CA 90602 | CA Insurance Lic# 0F31780

Joseph A. DeMaria | Domicile: CA | 230 W. Wilshire Ave., Fullerton, CA 92832 | CA Insurance Lic# 0B21574

Tom Hai-Pai Tan | Domicile: CA | 470 S. San Vicente Blvd., Los Angeles, CA 90048 | CA Insurance Lic# 0D83590

Michael R. Gennawey | Domicile: CA | 11390 Stanford Ave., Garden Grove, CA 92840 | CA Insurance Lic# 0F31963

 

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