Bay FCU’s LPL Financial Advisor Sam Solgan receives ‘Chartered SRI Counselor’ designation

Designation is first major financial credential fully dedicated to sustainable investing

CAPITOLA, CA (June 23, 2021) — The Investment Services team at Bay Federal Credit Union, located in Capitola, CA, has announced that LPL Financial Advisor Sam Solgan has received the Chartered SRI Counselor (CSRIC) designation. The CSRIC designation is the first major financial credential fully dedicated to sustainable investing.

This designation identifies Mr. Solgan as a financial professional that has the background, knowledge, and situational awareness to help clients invest in sustainable, responsible, and impact investments (SRI).

SRI is an investment discipline that considers environmental, social, and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.

Mr. Solgan has been at Investment Services at Bay Federal Credit Union since 2013 and has worked in the financial industry since 2009. He is an active member of the local community, working with the Cabrillo Host Lions chapter of Lions Club International.

“I was excited to earn my CSRIC designation in order to expand my existing investment skillset and to align my passion for helping the environment and various social causes,” Mr. Solgan said. “I’m grateful for the opportunity to educate our local community about their options, help them integrate their personal values and purpose into their investment portfolio strategy, and measure the impact of these investments over the long term. As Mahatma Gandhi once said, ‘Be the change you wish to see in the world’.”

“We are so proud of Sam for receiving this designation,” said Tonée Picard, EVP/Program Manager of Investment Services at Bay Federal Credit Union. “Sam’s enthusiasm and passion for sustainable investing is evident in not only assisting our clients to strive and pursue their financial goals, but also trying to make our community and world a better place.”

LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, offering insurance and investment services to approximately 800 banks and credit unions nationwide.* LPL provides personalized support, a robust, integrated technology platform, investment solutions and practice management resources that enable the delivery of objective financial advice.

*Source: 2018/2019 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.

Sam Solgan, LPL Financial Advisor, has received the Chartered SRI Counselor (CSRIC)

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. LPL and its affiliated companies provide financial services only from the United States.


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