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(925) 447-5001
boconnor@unclecu.org
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Cultivate Your Life

Community-focused investing for the socially conscious.

We Help You Grow The Life You Want

Community-focused investing for the socially conscious.

We Help You Grow The Life You Want

Community-focused investing for the socially conscious.

" Believe there is a great power silently working all things for good, behave yourself and never mind the rest." Beatrix Potter

You deserve a strategy that adapts to your needs.

UNCLE Credit Union creates financial strategies tailored to your goals.

Ask us how
<strong>Grow Your Finances.</strong>

Grow Your Finances.

Welcome to UNCLE's Wealth Management Center (WMC). WMC is an integrated financial planning tool that allows members easy access to financial articles and calculators as well as the ability to book appointments with our Cetera Financial Advisor. Whether you're planning for your retirement, saving for college tuition, supplementing your current income, or saving to buy a home, UNCLE's Wealth Management Center has solutions to help you meet your investment goals.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

UNCLE Credit Union can help take the mystery out of preparing for today and tomorrow. Whether you invest to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Meet Our Financial Professionals

Bob O'Connor

Bob O'Connor, AIF

Financial Advisor | Cetera Investment Services | AVP, UNCLE Credit Union

(925) 447-5001

Cody Fawbush

Cody Fawbush

Licensed Sales Assistant | Cetera Investment Services | UNCLE Credit Union

(925) 447-5001

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