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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

Our financial advisors will walk you through a comprehensive, four-step approach to work towards reaching your goals.

Have more questions?

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

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.