The Squids Squad: Giving High Schoolers the Keys + Responsibility 🦑 💕
The story of how a group of colleagues and friends ended up as partners in a power washing business will be told at some point.
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What are you resisting?
A big project? A small, pesky detail? Stepping into your power? Building an interesting life? Telling the truth? Actually looking at the numbers? Hitting publish?
“The only thing that happens on the back burner is…shit gets burned.” – Matt Read
We hired Matt to help us navigate a stretch in our story. It was time, money, and energy well spent. After our session, he sent
To all you builders of…
– Families– Teams– Businesses– Careers– Dreams– Lives worth living You’re going to: – Second-guess yourself– Experience heartache– Wonder if it’s worth it– Think everyone else
The search for professional connection starts with the realization we’re already part of the great body of connective tissue.
We don’t have to manufacture it, we’re in it. So the next questions become… How can we contribute as part of the healing, repair, and
Invested In Your Members
We approach investment planning through the eyes of your members, because helping your members plan for their financial future is our business.
Members First, Always
Copper Financial (“CuFi”) is an SEC registered investment advisor...
FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country.
We are a CUSO owned by CommunityAmerica Credit Union and only work with credit unions so your members can expect to always be our priority, whether they’re investing a little or a lot of money. With us, it all counts.Â
What Makes Us Different?
An award-winning, cloud-based advisor platform
State-of-the-art practice management tools
Front-and-center branding efforts
Seamless access to member portal through online banking
Collaboration with our executive team to build your vison
Best-in-Class Technology
No more software systems that don’t talk to each other. No more hacked together legacy systems. No more “because that’s the way they’ve always done it”.
Copper Financial offers a proprietary technology stack, built specifically for financial advisors at credit unions.
- State of the art practice management tools
- Fully integrated technology suite
- Secure data architecture
- Single, cloud-based platform with a 360-degree view
Whether your credit union needs to advance its wealth management practice or start from the very beginning, we will create a customized program that works for you and your members.
Copper Financial is the behind-the-scenes business partner that can be trusted.
In order to make your investments grow, we believe in investing in technology. Our portal is top of its class in order to meet every member’s financial needs.