Business
Ways to Stay Safe and Small
Ways to Stay Safe and Small In my journey (which seems to have more turns around each corner) of fear fighting (Enneagram 7’s are particularly
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Personal
Coffee with Pops: Chapter Four
Chapter One Chapter Two Chapter Three Chapter Four Jim clutched the phone and clinched his jaw. His instinct to hang up was only overpowered by
Business
What’s Your Watchword?
What’s your watchword? I’d never heard of this Daniel fella from the late 1800’s, but I heard this quote in Ryan Holiday’s “Courage is Calling”
Business
To Ponder:
A few purpose prompts I’ve been asked or asked this week… – What makes you come alive?– Where is shame separating you from your true
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Stop the Be Better Train
Late night musing: We are all trying to grow, change, and get better on some level. Most of the time, it seems, the motivation is
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.