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You can speak with a financial consultant regarding mutual funds, tax-deferred annuities and life insurance. Our financial consultants are experienced, registered and licensed professionals trained to tailor each financial plan to meet your individual needs and are conveniently located at the Financial Partners branches. To arrange for a complimentary financial consultation, call our financial consultants, or stop by your local Financial Partners branch. You may also call to make an appointment or email us at services@fpcu.org.
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Financial
Partners Investment Services |
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16468 Beach Blvd.
Westminster, CA 92683
Phone: 714.861.1698
Fax: 714.861.1684
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| Brea |
714.861.1698 |
| Huntington Beach Branch |
714.861.1698 |
| Huntington Beach |
714.373.5779 |
| Downey |
562.904.4566 |
| Orange |
714.861.1698 |
| Woodland Hills
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818.595.8051 |
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Adam J Wass, CTFA
16468 Beach Blvd
Westminster, CA 92647
Phone: 714.861.1682
Fax: 714.861.1684 |
or
5500 Bolsa Ave Ste 240
Huntington Beach, CA 92649
Phone: 714.373.5779
Fax: 714.379.4739
email: adamw@fpcu.org
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Baltazar Villalba
1409 W Chapman Ave Ste A
Orange, CA 92868
Phone: 714.642.2420
Fax: 714.861.1684 |
or
2435 E Imperial Hwy Ste F
Brea, CA 92821
Phone: 714.861.1685
Fax: 714.978.5007
email: bvillalba@fpcu.org
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David Dill
16468 Beach Blvd
Huntington Beach, CA 90242
Phone: 714.642.1354
800.950.7328
Fax: 714.861.1684
email: ddill@fpcu.org
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Malcolm Roane
7800 E Imperial Hwy
Downey, CA 90242
Phone: 562.904.4566
800.950.7328
Fax: 562.904.4558
email: mroane@fpcu.org
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Robert
Nieto
21757-A Erwin St
Woodland Hills,CA 91367
Phone: 818.595.8051
800.950.7328
Fax: 818.595.8057
email: rnieto@fpcu.org
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Representatives are registered through,
and securities are sold through, and Investment Advisory services offered
through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, A Registered
Investment Advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free
(866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance
Company Representatives, and in New York, licensed insurance representatives
of other companies. Trust services available through MEMBERS Trust Company,
14025 Riveredge Drive, Suite 280, Tampa FL 33637. Nondeposit investment
products are not federally insured, involve investment risk, may lose
value and are not obligations of or guaranteed by the credit union.
CBSI is a registered broker/dealer in all fifty states of the United
States of America.
FR100527-6725 |