Business
Change Takes Place in the Dirt
We were in the 4th hour of the 1st hour of the agenda. With a lot of ground still to cover. The Tuesday of a
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Business
The Promise of Pain
Life, and therefore certainly work, is messy, hard, uncertain, confusing, at times broken, complex, scary, heavy, and full of humans and problems. A pain-free, happy-always
Business
Chores, Coveralls, and The Carhartt Legacy Deluxe Work + Weekend Pack
This is a long post about Chores, Coveralls, and a Carhartt Backpack. Growing up as a product of the inner ring burbs in the 80’s
Business
Lead Role in a Cage
The details seem vivid in my mind, though I’m sure a few decades have added some fuzzy exaggeration. I had a Stussy hat on, pulled
Business
The Funny Thing About Fire
“Don’t give up on it yet, dad.” “But bro, I’m about to pass out.” We were alternating taking massive exhales of hot air into a
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.
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.