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Investment Services at Bay Federal Credit Union Announces LPL Financial Advisor Sam Solgan Receives Chartered SRI Counselor Designation

Sam Solgan 10-2020 4x5

Designation is the First Major Financial Credential Fully Dedicated to Sustainable Investing

Capitola, CA — June 21, 2021 – The Investment Services at Bay Federal Credit Union team, located in Capitola, CA, has announced that their 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 Matatma 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. “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.

About LPL Financial

LPL Financial (https:/ is a leader in the retail financial advice market and the nation’s largest independent broker-dealer. LPL serves independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

†Based on total revenues, Financial Planning magazine, June 1996-2020

Contact: Tonée Picard, EVP/Program Manager
Investment Services at Bay Federal Credit Union

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