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 Torrance and by appointment in Hawthorne. Registered in AK, AR, AZ, CA, CO, FL, GA, HI, ID, LA, MD, MN, MO, MS, MT, NC, NH, NJ, NV, OH, OR, SC, TX, UT, VA, WA, and WV.
Office in Westchester and by appointment in Hawthorne, Redondo Beach, Glendale, and Montebello. Registered in AR, AZ, CA, IN, KY, MI, NV, OH, UT and VA.
Office in Irvine and by appointment in Torrance, Huntington Beach, Santa Ana, and Toyota members in Plano, Texas. Registered in AZ, CA, CO, DE, FL, GA, HI, ID, IN, KY, MI, MO, NJ, NM, NV, NY, OR, PA, PR, TX, UT, VA, WA, 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 Frisco, TX and by appointment in Allen and Plano. Registered in AL, AR, CA, IN, KY, MI, MS, TN, TX, VA, and WV.
