Sam Solgan, CSRIC, LPL Financial Advisor

12/21/2021

As you review your investments and asset allocations, you may find speaking with a licensed Investment Advisor useful. We are ready to help you review your accounts, set your goals, and plot out a course to retiring with confidence. Schedule your virtual appointment today! https://www.bayfed.com/products-services/investment-services

12/06/2021

I'm so proud to receive my CSRIC designation, the first significant financial credential fully dedicated to sustainable investing. This designation not only aligns with my values and expands my investment skillset, but also gives me the opportunity to educate our clients about their options!

As of September 2021, only 73 advisors have earned the designation in the State of California. Sam Solgan of Bay Federal Credit Union is the only current one with the designation in the tri-county area of Santa Cruz, Monterey, and San Benito Counties.