Retirement Plans for Everybody

Jeff Murphy Financial Advisor


Create an investment plan that will fit your goals, whether it's saving for college, preparing for a comfortable retirement, or planning for your heirs.  If you're not finding the right investment returns on your own, come see Jeff Murphy, TCCU's onsite Financial Adviser. 

Jeff Murphy is a seasoned financial planner, investment strategist, and wealth management professional. Specializing in retirement, estate planning, college savings plans, and annuities, Jeff helps you build a strong foundation to put your dreams in motion. He listens to your goals and objectives and offers options tailored to your needs. Whether your goals are short-term, long-term, or somewhere in between, Jeff can help you make the right choice. Jeff is available for phone appointments, virtual meetings, or in-office meetings at the Credit Union. Call Jeff today at818-992-5345 or 310.618.9111 x27. He can help you navigate through the products and services offered to you as a credit union member.  Let your money work for you. Or call the Credit Union for more info at 310-618-9111. 

Retirement Plans for Business Owners

You have the power of choice as a small business owner, and choosing the right retirement plan is in your power at TCCU.  Jeff Murphy, our onsite financial advisor, can help you navigate through the products and services only offered to small business owners. 


Why Consider a Virtual Financial Advisor?

Recent events and COVID-related changes to our daily lives have quickened accepting what was already an evolving technology in recent years – Virtual Meetings. Used in many industries for several years, primarily for group meetings, the financial advisor community has been slow to embrace this method for one-on-one client meetings, which tend to be very relationship-based. However, while once viewed as unnecessary, it has since shown to be an incredibly efficient use of technology and today is being readily embraced by both advisors and clients alike. Could a “Location-Independent” advisor be the right fit for you?

Frequently Asked Questions

How does one work with a virtual financial advisor?

Instead of meeting in a traditional office, we will engage from our separate locations through a secure online platform such as Zoom for video conferencing and screen-share presentations. You simply receive an email with a link to join the online meeting. In addition to web cameras, you can see my computer screen displayed on your computer, tablet, or even smartphone!

What about paperwork?

Accounts can often be opened online and paperwork completed with electronic signatures through DocuSign and similar services.

What are the benefits of meeting virtually?

Meeting in this manner means you do not need to drive, most likely in traffic, to meet in person. We can meet while you’re at home, work, or even while you’re on vacation! We can connect from anywhere you have a device and an internet connection. Meetings tend to be shorter and more focused than in-person meetings and can be more frequent due to the efficiency. This will save you both time and money!

Can I live anywhere?

Yes, provided we are properly licensed in your state. Approximately 20% of my clients are Out-of-State, with about half acquired long-distance and half having moved after starting locally. I am currently licensed in 10 states from coast-to-coast, with clients from Washington to Florida and from New Jersey to Hawaii… and I’d be happy to add more!

Now what?

The best way to determine if we might be a good fit is to have a complimentary initial phone conversation. If we like each other, share similar views, and understand each other’s expectations, there’s a good chance we can work together. Click to To schedule an introductory call, and select a convenient date and time.

Securities offered through Securities America, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment advisor. CA insurance license #0B59087. Securities and insurance products are not insured by any federal agency and are subject to investment risks, including possible loss of principal invested. Securities America, PFG Advisors, and CUE Financial Group may receive commissions in connection with insurance or securities transactions conducted through it. CUE Financial Group, PFG Advisors, and Torrance Community Credit Union are separate entities from the Securities America companies. Check the background of this financial professional on FINRA's BrokerCheck with BrokerCheck.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.


Not NCUA Insured – Not Credit Union Guarantees – May Lose Value

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