Leave the planning to us.

Whether you’re looking for complete financial guidance, assistance with a specific financial goal, or just a second opinion, we’d love to help.

Why savvy consumers choose the investment services team at CU SoCal to make it happen.

Professional Guidance
Prudent Management
Straight-forward pricing

Whatever your financial goals, we’re here to help you make them happen with a wide range of wealth management solutions including:

  • Investment Strategies
  • Retirement Planning
  • Income Management
  • Asset Management
  • Family Strategies
Talk to a financial consultant today.

No matter where you live, our financial consulting team is happy to accommodate you! Prefer an in-person meeting? No problem. An over-the-phone consultation more convenient? That works, too.

Run the numbers.

Use our free investment calculators to help evaluate if your investments are on track.

College Savings Calculator
With the ever rising costs of college tuition, it's important to start saving early. Interest working for you now in a regular savings program is much better than interest working against you later in the form of education loans. Use our college savings calculator to determine how much you should be saving for college on a regular basis.

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Investments Calculator
It may surprise you how much more you could accumulate in savings simply by re-positioning assets and investing to achieve a slightly higher return. Even one, two or three percent return over a few years can make a difference. Use this calculator to estimate the future value of your investments.

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IRA Contribution Calculator
Many factors can affect your eligibility and contribution limits to a Traditional IRA or Roth IRA — tax filing status, income level, and whether you participate in a retirement plan at work. Use this calculator to help you determine if you're eligible to contribute and the maximum contributable amount to a Traditional IRA and Roth IRA.

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Life Insurance Calculator
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan. Use this calculator to help you determine how much life insurance you may need.

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Retirement Calculator
It's important you evaluate your retirement preparedness on an ongoing basis. Changes in economic climate, inflation, achievable returns, and in your personal situation will impact your plan. Use this pre-retirement calculator to help determine how well you have prepared and what you can do to improve your retirement outlook.

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401k Calculator
It may surprise you how significant your retirement accumulation may become simply by saving a small percentage of your salary each month in your 401k plan. Use this calculator to estimate how much your plan may accumulate for retirement.

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Talk to a financial consultant.

No matter where you live, our financial consulting team is happy to accommodate you! Prefer to meet in-person? Our pleasure! An over-the-phone consultation more convenient? That works, too.

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