#United States #CU SoCal #Anaheim Hills #SoCal Wealth Management #David Simula

SoCal Wealth Management Welcomes David Simula

SoCal Wealth Management is thrilled to announce a significant addition to its team with the appointment of David Simula as the new Wealth Management Program Manager. David brings nearly three decades of extensive experience in the financial services sector, underscoring a career dedicated to helping clients achieve their financial goals.

In his former capacities, Simula has been instrumental in guiding families and organizations in setting, pursuing, and attaining their financial aspirations. His commitment extends beyond individuals; over the last twenty years, he has passionately mentored and empowered various financial advisors, enabling them to realize their full potential and heighten the services they provide to their clients.

Upon joining CU SoCal and SoCal Wealth Management, Simula expressed his excitement: "I am honored to join CU SoCal and SoCal Wealth Management, and I look forward to delivering exceptional results for Members of the credit union and my team. CU SoCal and I share a vision for the extraordinary opportunities ahead, and I am confident that, together, we can help CU SoCal Members and employees Build Better Lives."

Simula’s extensive background and enthusiasm for financial empowerment resonate closely with SoCal Wealth Management’s mission to offer tailored financial solutions to its members. His role is expected to bring fresh perspectives and innovative strategies, which will enhance the existing services and support provided to CU SoCal Members.

Mission Alignment

SoCal Wealth Management operates with a clear goal: to deliver personalized financial solutions that cater specifically to the unique needs of CU SoCal Members. With Simula on board, the firm is well-positioned to advance this mission further, leveraging his rich knowledge and insights.

About SoCal Wealth Management

SoCal Wealth Management focuses exclusively on providing financial services tailored to the Members of the Credit Union of Southern California (CU SoCal). Their commitment to accessibility and personalized service makes them a standout choice for financial advisory needs in the region. For more information about their offerings, members and potential clients can visit SoCalWealthManagement.org.

Regulatory Disclaimer

It's important to note that securities and advisory services at SoCal Wealth Management are provided through LPL Financial, a registered investment advisor and broker-dealer. Members should be aware that products and services offered are not insured by NCUA or any government agency, and they may lose value.

As CU SoCal and SoCal Wealth Management embark on this new chapter with David Simula at the helm of the wealth management program, all eyes will be on the initiatives they roll out to enhance the member experience and foster financial well-being throughout the community.