Bay Federal Credit Union
Sam Solgan is an experienced financial advisor currently serving as an LPL Financial Advisor at Bay Federal Credit Union since February 2013, also holding the title of Associate Investment Advisor with CUSO Financial Services, L.P. Prior experience includes a role as a Financial Advisor at Wells Fargo Advisors from April 2009 to July 2012, where management of portfolios for over 150 households totaling more than $50 million in assets was undertaken, alongside significant client acquisition and detailed investment research. Sam began the financial career with an internship focused on portfolio investments and client prospect analysis while studying for a Bachelor of Science in Commerce (Economics) at Santa Clara University from 2008 to 2010.
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Bay Federal Credit Union
Bay Federal Credit Union was started 62 years ago when local school teachers pooled their money together to start a credit union. That investment has grown through an amazing journey of involvement into the area’s largest locally-owned financial institution, with over $1 billion in assets. Bay Federal provides full service financial products and solutions to Santa Cruz, Monterey, and San Benito counties.