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:

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 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.

LPL Financial Form CRS

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


Greenleaf Ave
Whittier, CA 90602
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.