Make Your Money Go Further
Whether you’re just beginning your investment journey or preparing for retirement, we are here to help you build strategies aligned with your financial goals. The San Francisco Federal Investment Services & Wealth Management team provides the tools, insights, and guidance to help you manage and preserve your wealth as your needs evolve.
Our Financial Advisors offer personalized advice and financial wellness education to support every stage of life, whether you’re starting to invest, planning for retirement, saving for college, or managing complex assets.
With a long-term, relationship-driven approach, our advisors work alongside you to create a plan that brings clarity and confidence to your financial future.
Our Services
Retirement Planning
Build a confident future with a personalized retirement strategy tailored to your timeline, lifestyle goals, and financial needs. We help you understand your options and create a roadmap for long-term independence.
Investment Management
Manage and preserve your wealth with professionally guided investment strategies. Our advisors help you make informed decisions designed to align with your goals, risk tolerance, and long-term objectives.
Trust & Estate Planning
Protect what matters most. We help you prepare for the future by developing plans that safeguard your assets, support your loved ones, and ensure your wishes are carried out with clarity and care.
Wealth Planning
Take a comprehensive approach to your financial life. Our wealth planning services integrate your goals, resources, and priorities to build a cohesive strategy tailored to your unique financial journey.
Tax Planning Strategies
Make the most of your money with guidance on tax-efficient strategies. We help identify opportunities to mitigate tax impact and seek to enhance the long-term performance of your financial plan.
College Funds & Education Planning
Prepare for future education costs with smart, flexible savings strategies. Whether you’re planning for a child, grandchild, or yourself, we help you choose the right path to fund educational opportunities.
Financial Wellness Seminars
Whether you are new to investing or looking to deepen your knowledge, we’re here to support you every step of the way. Join us for our in-person Investment Services & Wealth Management seminars throughout the Bay Area, where we’ll cover topics such as:
Retirement Planning
End-of-Year Tax Planning
Financial Planning
To learn about our upcoming seminars, send us an email.
How it Works
Schedule a Consultation
Meet with a financial advisor, at a branch or virtually, at a time that works for you. We are here to support you wherever you are.
Get Personalized Guidance and Create Your Plan
Share your goals, timeline, and risk tolerance, and we will build a customized plan that addresses your needs. Our advisors will help you establish a clear, confident path toward your long-term financial objectives.
Review and Refine Over Time
Regular check-ins keep you aligned with your evolving goals. Together, we’ll monitor your progress and adjust your plan as life changes so you remain on track towards long-term independence.
Meet the Team
Kevin Enomoto, CFP® is San Francisco Federal Investment Services & Wealth Management’s Financial Advisor, offering 20 years of experience in wealth management and financial planning. A Certified Financial Planner and Chartered Retirement Planning Counselor, Kevin is here to help you pursue your financial goals and manage and preserve your wealth.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Ready to Take the Next Steps?
Email us to make an appointment or fill out our quick interest form to get started. A Financial Advisor will reach out to schedule your personalized financial consultation at no cost to you.
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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. San Francisco Federal Credit Union and San Francisco Federal Investment Services and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using San Francisco Federal Investment Services and Wealth Management, and may also be employees of San Francisco Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of San Francisco Federal Credit Union and San Francisco Federal Investment Services and Wealth Management. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.