Build your wealth strategy
Contact Shanel
You can contact Shanel via email, video call, or by phone 858-882-6572 Ext. 6572.
Contact Shanel
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To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
Yolo Federal Wealth Management
Confidence begins with the right partner
Prepare for your dreams with a Yolo Federal Wealth Management Advisor.
Build your wealth strategy
Build your wealth strategy
Build your wealth strategy
Yolo Federal Wealth Management
Whether you want to make sure college is covered for your kids, or you are planning your perfect retirement, Yolo Federal Wealth Management has the resources to help out. With a full range of retirement investment services through our broker-deal, Shanel Dubique, Financial Advisor, is eager to help you achieve financial success.
Highlights
Prepare for retirement
Make investments
Knowledge that gives you the power
Invest in yourself
For many young adults, the idea of investing may be intimidating, but in reality, we invest in something one way or another every day.
You worked hard, so should your money
Whatever your retirement vision looks like, it takes planning. Being prepared financially for retirement is a multistep process that should evolve.
Saving for retirement on any sized budget
Creating a solid plan and developing good money habits is necessary to set yourself up for future success.
Social Security: when to collect it
Before you punch out for the final time, there’s one more thing you’ll need to plan for—collecting Social Security.
Unlock your financial wellness with a home loan checkup
When was your last Home Loan checkup? Reviewing your Home Loan health is equally important.
3 tips for investing in multifamily properties
Unlike single dwelling units, multifamily could boost your income while reducing vacancy rates.
What to consider when buying a multifamily property
In this blog we’ll cover 4 factors that should be considered before finalizing the deal.
Unfilter your home renovation
There are many things to consider before tackling a large or small home renovation project.
Frequently asked questions
What can Yolo Federal Wealth Management help me with?
Yolo Federal Wealth Management covers many wealth management and financial planning needs, including:
- Mutual Funds
- Stocks, Bonds and Annuities
- Retirement Planning
- Business Succession Planning
- Estate Planning Strategies
- Education Funding
- 401(k) and 403(b) Rollover Options
- Legacy Planning
How can I get in touch?
To talk to us about Yolo Federal Wealth Management, please contact our Financial Advisor, Shanel Dubique via email, phone, or video call:
Shanel Dubique, Financial Advisor
Phone: 858-882-6572 Ext. 6572
Email: Shanel.Dubique@atriawealth.com
Who is Shanel?
Shanel is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals. Schedule a no-obligation phone appointment with Shanel and gain valuable information on financial planning topics that include:
- 401(k) 403(b) and 457 Rollovers
- Retirement Life Style Strategies
- Creating Income in Retirement
- Life & Long Term Care Insurance
- Small Business Services
“As a financial consultant, I want to partner with you to create a plan for not only now, but throughout your lifetime. Turning your financial concerns into financial confidence by helping you take the guess out of invest.”
Series 7 — Securities Representative Series 66 — Investment Advisor CA Insurance License #0M23356 NEXT Financial CA Agency Licenses #0I27725 / 0C7838
Educational Background
Dominica State College
Contact Information
Shanel Dubique, Financial Advisor
Phone: 858-882-6572 Ext. 6572
Have questions?
Disclosure
*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. Yolo Federal Credit Union and Yolo Federal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Yolo Federal Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Yolo Federal Credit Union or Yolo Federal Wealth Management. 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
Yolo Federal Wealth Management is not registered as a broker-dealer or investment advisor.
