Elite wealth management for everyone.
What really matters in life? Your purpose is our why, driving every action and fueling our passion
Our services
Our award-winning broker-dealer platform, LPL Financial brings investment opportunities to help you and your family pursue what matters most:
- Wealth management
- Financial planning
- Asset allocation
- Self-guided portfolios
- Estate planning & trust
Retirement
Let behavioral finance drive better retirement decisions
Custom Portfolios
Diversification at every dollar level and economies of scale
Mutual Funds and ETFs
Invest using our time-tested portfolio products
Annuities
Plan for a reliable income stream in retirement.
Retire
How much do you need to retire?
Although the answer is different for everyone, one thing is clear, it’s never too late to start.
“Mammoth Rock Financial Advisors keep us informed and educated on the market and take great care to ensure out financial goals remain on track.”—July 2023*
Custom portfolios
Are all your eggs in one basket?
Our diversified portfolios aim to lower your risk by spreading your money across different asset classes.
“Finally, a Financial Advisor I can understand”—July 2023*
Mutual Funds
Why mutual funds?
Diversification, low cost, and access to experienced investment teams—our funds are competitive.
“Salvador did a great job explaining my portfolio. He was very transparent about their methodology and respond right away to all my questions.”—July 2023*
annuities
What are annuities and how can they work for you?
Our annuity products are time-tested and designed to protect an income stream in the future.
“We have always had a good experience. The office staff is always friendly, knowledgeable, and helpful.”—July 2023*
years
Salvador Chavez
Sr Financial Advisor
Victor M De La Rosa II
Sr Financial Advisor
Arturo Bujanda
Mammoth Rock Investments Lead
For every corner of the market, we got you covered.
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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. Raiz Federal Credit Union and Mammoth Rock Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mammoth Rock Investments, and may also be employees of Raiz Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Raiz Federal Credit Union or Mammoth Rock Investments. 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
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.
* These statements are testimonials by clients of the financial professional as of the dates included with the testimonial. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.