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.
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
OR - Live or work in San Diego, Riverside or Orange County, CA
OR - Have an immediate family or household member who is a California Credit Union member
Let's build a plan together
Did you know?
You can schedule a no-obligation consultation with a financial advisor in your area.
Make your money work
Achieve financial well-being and freedom with smart investment plans.
Managed by experts
750 million dollars in investments for 7,500 clients.
Never plan alone
We’ll give you investment news, calculators and resources to feel confident.
Retire on your terms
Get a retirement strategy to match your budget, funding requirements and retirement target dates.
Explore Personal Investments & Insurance:
Frequently asked questions
No, you can schedule a no-obligation consultation with a financial advisor in your area.
Our financial advisors will walk you through a comprehensive, four-step approach to work towards reaching your goals.
We’re here to take your financial confidence to the next level.
Dive into our Learn Center to explore various financial topics or to learn a little more about our practices.
Wealth Management
Estimating Your Retirement Income Needs
Wealth Management
Approaching Retirement
Terms and Conditions
1Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are no guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.
Not NCUA Insured or Otherwise Federally Insured Not Guarantees or Obligations of the Credit Union
May Involve Investment Risk, May Lose Value
One or more of the CFS advisors associated with this site are securities licensed in the following states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Maryland, Nevada, New Jersey, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wyoming.