Xceed Wealth Management - Financial Consultants

David Bolduc

David Bolduc

David Bolduc is a Financial Consultant with Xceed Wealth Management Group, located at the Credit Union’s El Segundo headquarters. In this role, he partners with clients to help them identify their financial goals and provide thoughtful advice on a comprehensive range of investment, insurance, and other products for their needs.

He joined the Xceed Wealth Management Group in 2017, and holds FINRA Series 7 and 66 registrations through LPL Financial. Earlier in his career, David worked as a New Business Analyst with Lehman Brothers and in Broker Operations for Charles Schwab. A fitness buff, he also operated his own fitness business for nine years.

David holds a Bachelor’s degree in Finance from St. John’s University in New York. In his free time, he enjoys coaching youth sports and spending time with his wife and son.

You can check David’s background on FINRA’s BrokerCheck.

Schedule an appointment
Portrait of David Bolduc


David holds FINRA Series 7 and 66 registrations through LPL Financial.


The advisors at Xceed Wealth Management Group offer personalized strategies that address but are not limited to:

  • Retirement planning
  • Estate planning working with tax accountants and attorneys
  • Mutual funds and exchange-traded funds
  • College planning
  • Wealth preservation and insurance planning strategies
  • 401(k) Distribution Options
  • Social Security
  • Long-term care insurance
  • Stock options and deferred compensation planning
  • 529 Plans
  • Annuities

Contact David

Email: david.bolduc@lpl.com

Phone: 310.607.2146

Fax: 310.726.7531


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