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Personal Investing

Helping you get where you want to go. We’ll build an investment plan based on your personal needs and finances.

To become a member, you must:

  • Live in California and be a current or retired educator, school employee, alumni association member or PTA member
  • Live or work in San Diego, Riverside or Orange County, CA
  • Have an immediate family or household member who is a California Credit Union member

Frequently asked questions

Whether you’re a beginner or a seasoned investor, we’re here to help get you started on your journey to financial freedom. Simply schedule an appointment online or visit a branch to start a conversation with us.


No, you can schedule a no-obligation consultation with a financial advisor in your area.

Have more questions?

Chat with us online or stop by a local branch to talk with one of our experts.

Terms and Conditions

1Company data, as of Q2 2020

Not Federally Insured No Financial Institution Guarantee May Lose Value

Ameriprise Financial and the financial institution are not affiliated. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved.