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You deserve a strategy that adapts to your needs.

UNCLE Credit Union creates financial strategies tailored to your goals.

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<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

Ernest Collins

Financial Advisor, Cetera Investment Services | Vice President, UNCLE Credit Union

(925) 447-5001

ecollins@unclecu.org

UNCLE Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC: CA...

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Cody Fawbush

Licensed Sales Assistant | Cetera Investment Services | UNCLE Credit Union

(925) 447-5001

cfawbush@unclecu.org

UNCLE Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC, member...

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