Credit Union Financial Planning & Resources

Our Goal Is to Help You Achieve Yours.

As part of Credit Union of Southern California’s (CU SoCal) community, you get full-access to financial planning education resources designed to help you achieve your financial goals.

From quick video tips and online classes to in-person workshops and one-on-one financial coaching, our financial planning advisors are here to provide the tools, connections, and financial planning services you need to get ahead.

For more information please call us at 866-287-6225 for a no-obligation consultation.

Resources

Your success is our success. At CU SoCal, we believe in a team approach to financial success, and we’re with you every step of the way. That’s our commitment to our valued Members.

Certified Financial Planners
Preparing for retirement is important and can be challenging to do alone. Therefore, getting financial planning advice should be a priority.
Whether you're looking for complete financial guidance, assistance with a specific goal, or just a second opinion, our certified financial planners can provide a wide range of financial planning resources, so you can retire with ease.
Whether you're looking for complete financial guidance, assistance with a specific goal, or just a second opinion, our certified financial planners can provide a wide range of financial planning resources, so you can retire with ease.

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Financial Check-up
In just minutes, you’ll receive a thorough analysis of your financial situation, including powerful tips by leading financial experts to help you control your debt, build a budget, and start living the life you want to live.

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Mortgage Specialists
Purchasing a home is an exciting step! We have an experienced team of real estate lending consultants available when you need them, including after hours and on weekends, to discuss your home purchasing goals and give personal advice every step of the way.

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Online Classes
Access brief and interactive educational modules you can view at home or on the go!

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Personal Financial Coaches
We realize many things may be unclear in the financial world. What's clear to us is you don't need to do it alone. We've partnered with Balance to give you access to certified, confidential financial coaches to help you with a wide array of financial matters.

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Videos
You have full access to our library of brief, financial education videos. There’s something for everyone and a broad range of topics are covered, to help you pay less and save more. Think of it as your financial Netflix. Watch one, or binge watch them all!

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Webinars
CU SoCal is pleased to offer a monthly webinar through our financial fitness partner, Balance, on a wide range of financial topics.

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Blog
Follow CU SoCal's blog to learn more about financial topics that can help you reach your short- and long-term goals, and keep you up-to-date with the latest information on important topics.

View Blog

Why Financial Planning Is Important

No matter your age, income, or goals, financial planning is the cornerstone to how you live your life. Savvy saving and spending can help you have more money to buy daily necessities, pay your bills, make dream purchases such as a new house or car, or retire comfortably.
 

Why Savvy Consumers Choose CU SoCal To Make It Happen

Friendly service, low fees, secure online banking products and services...these are just some of the many reasons why CU SoCal is the fastest growing credit union in Southern California, and we’re proud to serve those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County.

Open an Account Online Today!

CU SoCal’s friendly, professional account specialists are ready to answer your questions and show you how opening a CU SoCal account can make banking easier.

Call us at 866.287.6225 today for a no-obligation consultation.

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Building Better Lives™

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.

 

562.698.8326 | 866 CU SoCal Se Habla Español

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