工作日 | 上午10点到下午5点 |
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星期六 | 关闭 |
布伦达Valenzuela
红木城分公司经理
Cecelia is powering home ownership dreams, one home at a time.
在Patelco工作了30多年, 她是一位专业的住房贷款顾问, specializing in turning aspirations into realities. She helps members navigate the complex landscape of mortgage financing with expertise and care.
Her personalized guidance is tailored to each client’s unique needs and financial goals whether refinancing or purchasing. She strives to make the home buying journey smooth and rewarding. Unlock your door to your new beginning with Cecilia.
摩尼Budwal
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证:0K91624
摩尼Budwal brings a breadth of experience to investments and financial planning. His diverse background and training enables him to help clients pursue their long and short-term financial goals through comprehensive, 个性化理财规划.
“I’m a big believer in awareness and education. I find that Patelco成员 often times don’t know about the kind of solutions that are available for them to help achieve their goals. It brings me a lot of happiness to financially educate our members and know that I have impacted them and their family’s lives for the better.”
Mani believes that a client-focused approach to financial planning helps to ensure that recommended solutions encompass each client’s goals, 时间范围和风险承受能力. He specializes in investment analysis and works closely with his clients to develop a customized financial strategy that they are comfortable embracing.
1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member 美国金融业监管局, SIPC)和美国证券交易委员会注册投资顾问. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. 帕特尔科信用合作社 has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on 美国金融业监管局的BrokerCheck.