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Mobile Banking

Sign in to your LPL Account

  • View a summary of your accounts
  • Access interactive market trend information
  • Download account data into Quicken

Stocks & Mutual Funds

You have your own unique goals, and your investment portfolio should help you achieve them. We can recommend an appropriate mix of stocks, bonds and mutual funds to address your short- and long-term investment goals.

  • Provide quotes on stock market prices
  • Place trades for stocks, bonds and ETFs or buy mutual funds
  • Options and margin trading also available
  • Use your FPCU account to settle your transactions automatically
  • Get experienced advice on every transaction

Estate Planning & Trusts

We offer integrated, comprehensive and customized financial strategies to help you grow and preserve your wealth. It's never too early to begin thinking about your legacy or to shape your estate plan. You don't need to be a millionaire to have an estate plan.

  • Protect and transfer wealth to your heirs
  • Preserve estate value while minimizing the administrative burden on family and heirs
  • Establish a trust to hold your assets
  • Asset-specific analysis and planning
  • Minimize tax implications

Personal Asset Management

Whether you're an experienced investor who can't devote the time you'd like to your portfolio or someone who wants to have little to no involvement in making investment decisions, we can help:

  • Build a customized investment program for you
  • Create a tax-efficient investment strategy
  • Actively manage and rebalance your portfolio
  • Make buy, sell and hold decisions for you
  • Send you regular progress reports so you know how your investments are performing
We suggest that you discuss your specific tax issues with a qualified tax advisor.

Let Us Do the Work

No matter your needs or goals — retirement, wealth accumulation or estate planning — our Financial Consultants can get you started on the right track. We focus on understanding your goals, time horizon and risk tolerance, and then build an asset allocation* strategy and investment plan tailored to you. It's your money and we want to make sure it works its hardest for you.

  • Planning based on a personal, ongoing relationship with one of our Financial Consultants
  • Free initial consultation with a Financial Consultant
  • A personalized financial plan just for you
  • Help managing your portfolio and making buy, sell and hold decisions
  • A broad product diversification to help manage risk and pursue growth

*Asset allocation does not ensure a profit or protect against loss.

Not NCUA Insured No Credit Union Guarantee May Lose Value

Check the background of this firm on FINRA's BrokerCheck

Financial Consultants are registered with and securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial Partners Credit Union and Financial Partners Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Advisory services offered through LPL Financial, a registered investment advisor. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.

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