Personal
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
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Business
Create the conditions this week for:
– Focused work– Clear priorities– Time with people who inspire and push you– Time on projects that matter– Space to be still– Fuel for your
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Coffee with Pops: Chapter Three
Chapter One Chapter Two Chapter Three “Let me top you off, Sweetie.” Her bony hand, with fingernails chewed to the nubs, gripped the glass carafe
Business
A hard-knock client care and service lesson.
Their perception of value is their reality of value. Regardless of actual value delivered – exceptional, valuable, and timely reminders, reinforcements, and reassurances of value
Business
The Duality of Familiarity
Familiar: Can mean the deep, trusted associations that bring great benefit. Can also mean the dull, hollow, rutted roads that bring great lifelessness. How much
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.