Why us
Our mission is to empower our clients to live their one best life with the help of education and trusted advice.
Financial planning and wealth management services originally began as a profession which guided the financial and administrative concerns of entrepreneurs and affluent families,thereby allowing them to focus on career, family and leisure.
SCE FCU Wealth Management has maintained the essence of the relationship between the trusted advisor and the client. Through the active leadership and vision of our team leader, Pierre M. Movsessian, MBA, CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary, we are proud to provide a holistic Financial Life Management process, who together with the client’s accountant, attorney and other outside professionals, plan and manage the client’s entire financial life and business affairs.
As Certified Financial Planners, Accredited Investment Fiduciaries and Registered Investment Advisor Representatives we are held to the highest industry standards and as fiduciaries to our clients we strive to always offer the best.
We are proud to work toward providing our clients the very best when it comes to helping our clients live their one best life! We do this by strategically partnering with leaders in every aspect of our industry:
Asset custodians: Charles Schwab & TD Ameritrade.
Renowned asset managers: Dimensional Fund Advisors (DFA), American Funds Capital Group and Vanguard.
Renowned academia and head of research: Nobel Laurette Eugene Fama, David Kelly from JP Morgan.
Our robust client planning process: United Capital Finlife partners.
Planning and reporting technologies: Moneyguide Pro, Emoney Advisors and Orion Advisors.
Advisor coaching membership: Peak Advisor Alliance.
- Ron Carson - Founder of Carson Group & Peak Advisor Alliance
- Joe Duran – Founder of United Capital & Finlife Partners
- Eugene Fama – Nobel Laurette & Director of Dimensional Funds Advisors (DFA)
- David Kelly - Chief Investment Officer of JP Morgan
- Bill Chetney – Founder of GRP Advisor Alliance (GRPAA)
- Cosmo Gould – Compliance Officer of Global Retirement Partners (GRP)
"Life is a collection of experiences, we help you plan for them!”
Pierre M. Movsessian, MBA, CFP®, AIF®
SCE FCU Management is not affiliated with any of the above referenced entities. Tax and legal services are neither provided nor endorsed by SCE FCU Management, and or affiliated advisors.