Effective as of November 30, 2023, Tom Buckley will be working with our new partner, Daniel Aldrich. This transition will not impact our members and everything will remain the same.
Financial Planning
Plan for your financial future with our partner, Daniel Aldrich. Take advantage of your myPSFCU membership to create and maintain your wealth, and assesses your financial needs with us. We will help you get your peace of mind and put your money to work.
Daniel B. Aldrich
Aldrich Wealth Management Group
CA Insurance # 0801846
Backed by the strength and resources of LPL Financial.
Pasadena Service Federal Credit Union
670 N. Rosemead Boulevard
Pasadena, CA 91107‐2101
912 N. Hollywood Way, Ste. D
Burbank, CA 91505
Cell: 818-760-0600
[email protected]
ABOUT DAN
Dan Aldrich has been in the financial services industry since 1990 when he worked with Allstate while he was obtaining his B.S. in Finance from San Diego State University. After graduating, he was hired by Dean Witter Reynolds in San Diego and spent three years with the firm.
A highly specialized bond management company in Los Angeles recruited Dan in 1995, where he worked until 1999. Dan then spent two years consulting for small businesses while they raised venture capital. In 2001 with a desire to return to what he really loves, working with individual families to help them pursue their financial goals, Dan joined The Estate Management Group, Inc., an independent wealth management company.
In 2009 Dan launched Aldrich Wealth Management Group to deliver specialized wealth management services to his clients, reflecting Dan’s commitment to providing the highest ethical standards in the industry.
Dan is an accomplished professional and motivational speaker. He has been speaking to High School students since 1993 giving motivational speeches to students regarding overcoming personal challenges. He was the founding chairperson for the Jr. Executive Board of Directors for the Make-A-Wish Foundation Los Angeles. He was an active Rotarian from 1994-2009 and raises money for and competes as an athlete for the Challenged Athletes Foundation. He currently serves as President for the North American One-Armed Golfer Association. Dan is married to Nedda and has two children, Jordan and Caleb.
Dan is a Registered Principal with securities offered through LPL Financial and is a member of FINRA/SIPC.
Professional speaking engagements
Las Vegas – Dymatec National Conference – Transition Planning and Wealth Management
Los Angeles – Executive Women Internation Regional Conference – Financial Planning
Portland – McDonalds Northwest Regional Conference – Transition Planning and Wealth Management
Las Vegas – McDonalds Divisional Conference – Transition Planning and Wealth Management
backed by the strength and resources of lpl financial
When you call on the professional wealth management advice and guidance offered by the Pasadena Service Federal Credit Union through LPL Financial, you can expect a full range of investment products including brokerage accounts, IRAs, Stocks and Bonds, Mutual Funds, Managed Accounts, Annuities, Insurance, College Savings Plans, and Brokered CDs. We have a strategy for every stage of your financial life.
Do you ever wonder about the future and how to plan for it? For example:
- Retirement Planning
- Risk Management
- Employee and Executive Planning
- Transition Planning
- Estate Planning
- Tax Management
- Education Planning
- Investment Planning
Dan focuses on helping clients create and maintain their wealth, and assesses your financial needs. A Financial Advisor that will put your money to work!
Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value
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