Centralized Wealth Advisor
Samuel Rios-Lazo
385-366-0320srioslazo.lpl@macu.com
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Samuel Rios-Lazo
Centralized Wealth Advisor
Samuel Rios-Lazo joined the Mountain America Investment Services team in 2023. After becoming licensed in 2025, Samuel has been serving credit union members as a centralized wealth advisor. Samuel's clients rely on his experience in wealth management, financial planning and retirement planning to help them toward achieving their financial goals.
Samuel has a bachelor’s degree in psychology and a Certificate of Proficiency in Personal Financial Planning from Utah Valley University. He holds Series 7, Series 66 through LPL Financial and life insurance licenses.
Outside of work, Samuel enjoys watching and playing sports, trying new foods, taking in movies and spending time with his wife.
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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