Team
All of our Financial Consultants have extensive personal and professional experience. Many hold various professional designations and are registered through LPL Financial to offer access to a variety of investment and insurance products.
As financial advisors chosen to work with UNIFY Financial Credit Union members, we are dedicated to developing lasting relationships with all of our members. We believe in helping you assess your financial goals and strategize how to work toward achieving them. We are located at various UNIFY Financial Credit Union branches and are licensed in many states.
To find out which Financial Consultant services your area, please call us at 877-254-9328, option 6. You may also learn more about each Financial Consultant by clicking on their names below.
Office in Irvine and by appointment in Huntington Beach, Santa Ana, Rancho Carmel, Temecula and Lakewood. Registered in AZ, CA, NM, and TN.
Office in Alexandria, VA. Serving UNIFY members in Fairfax, Chantilly, Reston and the Washington Metropolitan areas.
Registered in CA, CO, CT, DC, FL, GA, IL, MA, MD, NE, NV, NY, PA, RI, SC, TX, VA, and WV.
Office in Alexandria, VA. Serving UNIFY members in Fairfax, Chantilly, Reston and the Washington Metropolitan areas.
Registered in CA, CO, CT, DC, FL, GA, IL, MA, MD, NE, NV, NY, PA, RI, SC, TX, VA, and WV.
Home office in Chattanooga, TN. Serving members in the Collegedale area.
Registered in TN, AL, AR, DE, GA, NC, OH, and SC.
Office in Santa Barbara. Serving UNIFY members in Camarillo, Oxnard, Ventura and Santa Barbara.
Registered In: AZ, CA, MT, OR, TX, VA, and WA.
Office in Englewood, CO. Serving UNIFY members in Colorado.
Registered in AK, AR, AZ, CA, CO, CT, FL, GA, HI, IN, KS, MD, MI, NE, NC, NJ, OK, OR, PA, TN, TX, UT, WA, and WY.
Office in Englewood, CO. Serving UNIFY members in Colorado.
Registered in AK, AR, AZ, CA, CO, CT, FL, GA, HI, IN, KS, MD, MI, NE, NC, NJ, OK, OR, PA, TN, TX, UT, WA, and WY.