Our Financial Consultants are Here to Help!
As a NuVision member, you have ready access to experienced Financial Consultants. Whether you're planning for retirement, saving for college, or considering investing, your NuVision full-service financial planning partner can help you get started on the right track.
Meet Our Consultants
Dwight Lee, LPL Financial Consultant
CA Insurance License#: 0C08317
Dwight has dedicated himself to helping members pursue their financial goals for over 14 years. For the last 7 years, he has focused on helping NuVision members retire with peace of mind.
Dwight uses his knowledge and experience to provide sound financial advice for members of NuVision Federal Credit Union and the Boeing employees. His background in retirement planning, investment management and insurance services gives him the tools to provide financial success for our members.
Dwight has received numerous awards and recognitions for his excellent service. His patience and understanding of the credit union members makes Dwight not just a LPL Financial Advisor, but a source of information that you can rely on.
Dwight serves the following branches: Lakewood, Long Beach Boeing Plant B54, Bolsa, Huntington Beach Boeing Plant B11, Monterey Park, Downtown Los Angeles/Gas Company Tower, Carson, La Verne, and Mesa.
Zelalem "Z" Girma, LPL Financial Consultant
CA Insurance License#: 0D63206
Zelalem "Z" Girma is dedicated to helping members pursue their financial goals. In working with members, Z applies a consultative approach and takes the time first to understand what is most important to each member. Z likes to simplify investing and is very passionate about educating members about their finances.
Z's professional experience includes financial advising, institutional sales, and sales management. He has been working with clients in the industry for over 14 years and is dedicated to outstanding client service.
Z serves the following branches: Edinger, Costa Mesa, Magnolia, Laguna Hills, and Leisure World.
Dwight Lee and Zelalem Girma are LPL Financial Consultants located at NuVision Federal Credit Union. If you have any questions or would like to make an appointment, please call Dwight Lee at 714.375.8227 or Zelalem Girma at 714.375.8222. Click here to schedule an appointment.
Representatives are not tax advisors or legal experts. For information regarding specific tax situations, please contact a tax professional. For legal advice, consult an attorney. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union. CA Insurance License #0E24631. Insurance and investment products: 1) are not NCUSIF insured; 2) are not obligations of or guaranteed by the credit union or any affiliated entities; 3) involve investment risk, including possible loss of value. Kinecta Financial & Insurance Services and Kinecta Federal Credit Union are not affiliated with LPL Financial. Some insurance products available to California residents only.
Connect With Us
NuVision Federal Credit Union
7812 Edinger Avenue
Huntington Beach, CA 92647