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LBS Financial Investment Services

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Get help with investing planning, for free.

We offer free retirement planning and investment strategy reviews, or get help with a former employer’s retirement plan. You can also learn about the investment products that might be right for your financial situation.

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What we help with:

  • Mutual Funds, Stocks, Bonds and Annuities
  • Long-Term Financial and Retirement Planning
  • Retirement Income Strategies
  • College Funding Planning
  • Risk Management, Wealth Transfer and Insurance Needs Analysis
  • Educational Workshops

 

Meet your Advisors

Michael Tan is a CERTIFIED FINANCIAL PLANNER® professional and was voted Favorite Financial Advisor in 2023 and Best Financial Advisor in the 2024 Press-Telegram/Gazette’s Best of Long Beach Poll.*

As part of LBS Financial Investment Services, Michael is dedicated to helping you pursue your investment goals. His focus has always been to make an impact in the lives of his clients. Whether you’re planning for your retirement or saving for your child’s future, he is here to help by understanding your investment needs and providing custom tailored advice that is personalized for the needs of you and your family. By combining his expertise in wealth management with his passion for helping others, he also focus on building strong long term relationships with his clients that truly make a difference in their lives.

Michael specializes in advising Members on Retirement Planning, 403b, 529, Coverdell Savings, and IRA Rollovers. He comes with a very rich background in investment guidance and has been in the investment services industry for ten years. Michael’s office is located at the Credit Union’s Cerritos branch.

Contact:

Michael Tan, CFP®
800.527.3328
Extension 4314
michael.tan@lpl.com

Thomas is a CERTIFIED FINANCIAL PLANNER® professional and was voted Favorite Financial Advisor in the 2024 Press-Telegram/Gazette’s Best of Long Beach Poll.*

Managing your finances in today’s volatile world is both complex and stressful. Thomas’s goal is to simplify the complicated world of investments and help clients preserve and grow their hard-earned assets. He can help develop a financial plan to reach your goals while considering all the different components. His purpose has always been to help people while demonstrating trust and integrity. Thomas only acts in his clients best interests by providing unbiased advice and objective recommendations

Thomas has spent most of his career educating people about various investments and developing other investment representatives. Thomas’s office is located at the Credit Union’s Long Beach/Los Altos branch.

Contact:

Thomas Bette, CFP®
800.527.3328
Extension 4613
thomas.bettejr@lpl.com

 

 

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Meet your Advisors

Type in your information to customize. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Planning for retirement? Use our handy calculator.

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Most people aren’t sure how much to save for retirement

When you’re planning your financial future, the best place to begin is a sound financial plan. LBS Financial Investment Services offers access to a host of investment services and mutual funds to help you diversify your portfolio and plan for tomorrow, today.

Learn about different types of investments:

  • Mutual Funds
  • Stocks
  • Bonds
  • Annuities

Talk with your Advisors

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Disclosures

*Based on total votes

LBS Financial Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) 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 visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.htm

Michael Tan and Thomas Bette are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LBS Financial Credit Union and LBS Financial Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LBS Financial Investment Services, and may also be employees of LBS Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LBS Financial Credit Union or LBS Financial 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