Stop Waiting. Start Investing.
SF Fire Credit Union's partnership with LPL Financial ServicesĀ allows us to offer our members additional resources and options for investing and financial planning.Ā
Whether itās planning for retirement, getting financially prepared for homeownership, or sending your children off to college, our Financial Advisors can help you achieve your financial goals.
Financial Planning Services
Retirement Planning
Income Planning
Investment Advisory and Risk Management
Life Insurance
Stocks, Bonds, Mutual Funds, Annuities, etc.
Financial Planning
Meet Daniel Duran
With his more than twenty years of experience, Daniel enjoys helping individuals and families at SF Fire Credit Union reach their financial goals by offering detailed financial advice and helping them create personalized financial plans. He is deeply committed to his clients' goals and wellbeing and strives to listen and provide them with help to fit their unique circumstances. He is also fluent in Spanish.
When not working, Dan can be found spending time with his wife and two kids. They enjoy spending time outdoors, traveling, and playing sports.
Dan believes the HIGHEST compliment he can receive from a client is a referral. Please feel free to pass along the name of a friend, colleague, or family member whom you feel would benefit from a consultative discussion on their financial objectives and goals.
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Daniel Duran
Financial Advisor, LPL Financial Services
415-409-5061 (Direct)
800-877-7210 (LPL Customer Service)
3201 California St
San Francisco, CAĀ 94118
Meet Michael Kenyon
Michael is dedicated to helping members achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a deep understanding of the unique needs of credit union members, Michael specializes in crafting tailored solutions that align with each clientās objectives and circumstances.
With Series 7 and 66 securities licenses held with LPL and a Life and Variable Annuity Insurance License in California, Michael has a combined experience of 25 years in technology and wealth management, including Merrill Lynch and Charles Schwab.
Michael is passionate about helping members achieve financial goals through personalized investment strategies and comprehensive planning. As an active member of the LGBTQ+ community in San Francisco, he champions financial literacy and inclusion.
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Michael Kenyon
Financial Advisor, LPL Financial Services
415-409-5061 (Direct)
800-877-7210 (LPL Customer Service)
565 Buckingham Way
San Francisco, CAĀ 94132
Frequently Asked Questions
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How do I find my investment account information?
Check the background of your financial professional on FINRA'sĀ BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Check the background of investment professionals associated with this site on FINRA'sĀ BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberĀ FINRA/SIPC).Ā Insurance products are offered through LPL or its licensed affiliates. San Francisco Fire Credit Union and SF Fire Investment ServicesĀ are notĀ registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SF Fire Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of San Francisco Fire Credit Union and SF Fire Investment Services. 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 |
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Your Credit Union (āFinancial Institutionā) provides referrals to financial professionals of LPL Financial LLC (āLPLā) 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 visitĀ https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.htmlĀ for more detailed information.
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.
