LPL Financial

Retirement Savings

Noble Credit Union is committed to ensuring that we offer a comprehensive array of financial services to address all of your financial needs. In keeping with that philosophy, we are excited to offer Noble Investment Services (in partnership with LPL Financial). This alliance will offer you access to a complete array of stocks, bonds, mutual funds, annuities, and insurance through state-of-the-art technology and objective investment research.

As a member, you’ll receive the benefit of objective professional advice. As financial professionals, the consultants, Ted Dietz and Chue Lor, will take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals. They offer access to a wide range of financial products and services and can help you build a diversified portfolio of well-managed investments. Services they offer include:

  • Asset Allocation
  • College Planning
  • Estate Planning
  • Financial Planning
  • Financial Reviews
Members are invited to meet with the onsite LPL Financial Consultant Ted Dietz by email at Ted.Dietz@LPL.com
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
 
Ted Dietz, CERTIFIED FINANCIAL PLANNER ™– 
Ted Dietz - Certified Financial Planner
Ted Dietz is a well-known financial consultant with LPL Financial serving the Central Valley. He works with high net worth individuals, business owners, corporations and non-profit organizations, providing a complex degree of investment management, portfolio construction, and ongoing financial monitoring.  

 
A graduate of the University of California, Fresno with a degree in Agricultural Business and California State University, Stanislaus with a Master’s in Business Administration. Ted also holds several financial registrations including his CFP®, Series 7,24,63,66 with LPL Financial, as well as his life & health insurance licenses.
 
For more than 15 years, Ted has personally guided his clients to pursue their investment and retirement planning needs. Service and communication are paramount to helping his clients work toward their personal financial goals and are what set him apart from the investment advice offered at other institutions. 
 
Believing that each individual’s case is unique, Ted listens carefully to understand each person’s goals, shunning any “cookie cutter” approach to financial planning. Instead he utilizes his years of experience and know-how in developing an optimal, high-quality strategy that addresses his client’s specific needs and goals.
 
Raised on a farm in Merced, California, Ted learned the values of hard work, honesty, and personal initiative. He still resides in the area, with his wife and two children. Away from the office, Ted Volunteers his time with local 4-H and FFA groups and is an avid golfer. He also enjoys coaching his son and daughter’s soccer team each year.
 
 

Securities offered through LPL Financial, Member FINRA / SIPC
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.  Insurance products offered through LPL Financial or its licensed affiliates. 
Noble Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

The LPL Financial Registered Representative associated with this site may only discuss and / or transact securities business with residents of the following states:  California.