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(702) 939-3201

OUR TEAM

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Morgan Baum

Morgan Baum

LPL Financial Advisor

(702) 939-3201

morgan.baum@lpl.com

Morgan has been a financial advisor for over 20 years. He is dedicated to helping individuals and businesses build their financial futures. He regularly attends industry training and certification programs to stay on top of his field...

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David Dixon

David S. Dixon, CFP®

Program Manager and LPL Financial Advisor

(702) 982-8336

(702)982-8391

david.dixon@lpl.com

David is the Program Manager for the Investment Center at CCCU. He has 30 years of planning and investment experience. His clients have over $150 million of invested assets with him. He is the founder and owner of Dixon Financial Group...

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At The Investment Center at CCCU, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a suitable approach for college savings?
  • What are the elements of a comprehensive estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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