The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Lance Sevier, CFEd®, CFP®
As a financial professional for more than 10 years, Lance Sevier helps individuals, families, and businesses plan for a successful future by providing the comprehensive financial advice necessary to achieve their goals.
He is an alumnus of San Diego State University and has earned the highest credential in the financial planning field, the Certified Financial Planner™, (CFP®) professional certification. In addition, Lance holds a Certified Financial Educator (CFEd®) designation, and is committed to sharing sound financial principles with Alaska USA members.
As a financial advisor, Lance assists members with financial strategies to achieve goals for different life stages. He focuses on wealth accumulation during working years, retirement income planning and distribution in retirement years, as well as, wealth transfer planning, saving for education, business succession planning, and insurance protection.
Lance works closely with members to create individualized plans that align with their specific needs. His process includes listening carefully to what is important to each individual, and analyzing their specific situations, then recommending strategies appropriate for the specific needs, experience, and time horizons. He helps members implement a plan for their goals, and then takes an active role in their future by periodically checking in to make sure everything is still on track.
Lance grew up in San Diego and has lived in the Seattle area since 1988.
View the background of Lance Sevier on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3878557.1-1021-1123 Exp. 11/20/2023
Readers also liked...
Knowledge is power
Equip yourself to make smart financial decisions in every stage of life—subscribe for financial know-how and more.