Business
Keep Shuffling Your Slippers
“How was your workout?” Brooke asked me as I poured another massive cup of coffee. I’m more of a night owl than an early bird,
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Personal
Saturday’s Question: Are You Living in Alignment?
With who you say you are? With who you want to become? With what you really want? With what you say you’re OK with? With
Personal
Coffee with Pops: Chapter Two
IF YOU HAVEN’T READ CHAPTER ONE, HERE IT IS. CHAPTER TWO: Trevor met his Mimi, but he doesn’t remember her. He was four when she
Business
Surf or Shrivel?
“She’s dying there.” “It’s a place devoid of soul.” “I did nothing meaningful all day except try to find the end of the internet and
Business
What I Wish I’d Learned About Problem Solving in My 20’s
No Skill: Cause lots of problems. Be unaware of the problems you’re creating. Drain value. Chief Mess Maker. Entry-Level Skill: See a problem, bitch about
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.