Lance Sevier
FOR IMMEDIATE RELEASE
March 27, 2019
Alaska USA Financial Planning & Investment Services Welcomes Lance Sevier, CFEd®, CFP®
Alaska USA Financial Planning & Investment Services welcomes Lance Sevier to its team of financial advisors. Lance will serve the greater Seattle and north Puget Sound membership for Alaska USA. Lance is a highly qualified advisor having earned both the Certified Financial Educator (CFEd) and Certified Financial Planner (CFP) designations. The CFEd® is awarded to financial advisors who have experience teaching or instructing adult learners. The CFP® mark is recognized as the highest standard in personal financial planning. For over a decade, Lance has been assisting individuals, families, and businesses plan for their future by providing them with the advice and knowledge necessary to achieve their goals.
“Lance Sevier brings experience, qualifications and dedication to Alaska USA, and the members we serve,” said Julia Niziolek, executive director, Insurance and Investment Services. “Alaska USA Financial Planning & Investment Services assists members with important goals and long-term planning through financial advisors who are committed to high standards of excellence.”
More about Alaska USA Financial Planning & Investment Services
Financial Planning & Investment Services located at Alaska USA, provides a full range of investment and retirement services and is dedicated to providing excellent financial advice and planning strategies. We offer experienced, knowledgeable professionals to help members build a strategy that works with their financial goals. Alaska USA Financial Planning and Investment Services Advisors are located in Alaska, Arizona, California and Washington. Learn more at alaskausa.org/investment.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP ® certification and upholding it as the recognized standard of excellence for personal financial planning. Learn more at www.CFP.net
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 & 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.
The CFP® and CFEd® certification marks are not affiliated with CUNA Brokerage Services, Inc.
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Media Contact:
Dan McCue
Executive Director
Alaska USA Foundation
907-786-2807