Our goal is to help you achieve yours

As part of the CU SoCal community, you get full-access to educational resources designed to help your dreams soar. From quick video tips and online classes to in-person workshops and one-on-one financial coaching, we're here to provide the tools, connections, and services you need to get ahead.

Resources

Certified Financial Planners
Preparing for retirement is important and difficult to do alone. Whether you're looking for complete financial guidance, assistance with a specific goal, or just a second opinion, our certified financial planners are here to help.

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Financial Check-up
In just minutes, you will 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 specialists 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
Twenty-four 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. 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.

View webinars

Workshops
We offer free workshops on a wide range of financial topics in our communities year round.

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Help + Support

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, 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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