Wealth Management
Helping our members improve their financial well-being by helping them reach their financial goals.
Whether you are just starting out on your financial journey or preparing for retirement, our advisory team can help you find the right path to achieve your financial goals.
Your situation is unique. That’s why you will have your own wealth management team, led by your dedicated advisor, who will provide a full range of wealth management services to help you reach your dreams.
Financial Planning
Your advisor can help you define your goal and analyze your options and create a personalized strategy, so you are always prepared.
- Starting an Emergency Fund
- Planning for Retirement
- Creating a Budget
- Saving for College
- Insurance analysis
Investments
Your job isn’t the only way you can make money. The right investments can put more money in your pocket, and your team can help you do it! Your advisor can explain:
- Stocks and bonds
- Managed portfolios
- Exchange traded funds
- Cash management
Online Dashboard Access
Staying on top of your finances is easy when you have access to your account with the push of a button. You’ll get 24/7 access to a secure dashboard where you can manage your goals and check out your gains through:
- Easy financial planning tools
- Scenario planning
- Portfolio details and breakdowns
- Insights from your advisor
- Recommendations to grow faster
Meet Your California Community Credit Union Advisory Team
As your financial advisor, we keep your best interest at heart, we impower you to make informed financial decisions. We work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan.
Get Started with Wealth Management
All members may schedule a complimentary call with me at any time to learn more or ask questions - no commitment necessary. Affordable pricing, no commissions, no hiding fees.
Wealth management products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC member of FINRA/SIPC. Credit Union Wealth Group and California Community Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.