Senior couple having fun with a skateboard.

SESLOC Wealth Management, Retirement and Investment Accounts

SESLOC Wealth Management

Available through LPL Financial

Senior couple having fun with a skateboard.

SESLOC Wealth Management

Available through LPL Financial

Our LPL* Financial Advisor is here to help.

You can check the background of this investment professional on FINRA’s BrokerCheck

Whether you are considering retiring, managing life changes, or just starting to build your nest egg, professional advice can help make financial planning easier. Our Wealth Management services are provided to you through our relationship with LPL Financial (LPL), and we are confident you will find their services beneficial.

SESLOC’s LPL Wealth Management services can provide:

  • Comprehensive Financial Planning
  • Tax Deferred Investments
  • Retirement Income Strategies
  • Retirement Plan Rollovers – 401k, 403b and 457 Plans
  • Insurance – Life, Long-term Care and Disability Income
  • Business Retirement Plans – SEPs and Simple IRAs
Get Started

Schedule an appointment with our representative directly:

Chris Datu

Chris Datu

Serving all SESLOC branches

(805) 540-7788 |  Email Chris Datu

Or you may call SESLOC at (805) 543-1816.

CA Insurance License #0M20407
Registered through LPL Financial
Series 7 – Securities Representative
Series 66 – Investment Advisor Representative | Life and Health Insurance
Chris Datu is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.
* 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.  SESLOC Credit Union and SESLOC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SESLOC Wealth Management, and may also be employees of SESLOC Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SELSOC Credit Union or SESLOC 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.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
For additional information, please visit www.lpl.com/CRS.