Financial Planning

Lincoln Financial Advisors

Lincoln Financial Advisors offers financial planning services to improve your financial life! They can help you develop, understand, and achieve your financial goals through investment advice. LFA also provides simple answers to complex investment, insurance, and financial planning questions.

How to contact Lincoln Financial Advisors*

For more information on the services available through Lincoln Financial Advisors, please contact SFCU at (650) 723-2509.

Try BALANCE

With so many financial obligations and options, money management may seem difficult and confusing at times. That's why Stanford FCU has partnered with BALANCE, a financial education and counseling service that can help you get on track, review and improve your credit report, get out of debt, set up a spending and savings plan that works for you, or prepare to buy a home. Call a BALANCE counselor at 1-888-456-2227 and let them know you are a Stanford FCU member.


Note: These services are available to you as member of Stanford Federal Credit Union. SFCU assumes no liability for services rendered. These are voluntary programs and you are not obligated to participate.


*Securities and variable products are not a deposit, not NCUA-Insured, not insured by any federal government agency, not guaranteed by this credit union and may go down in value. Securities and advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Supervising Office: Lincoln Financial Advisors, 3000 Executive Pkwy., Suite 400, San Ramon, CA 94583, (925) 275-0300. CRN0112-8892

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