Happy + Fulfilled

The things we think will make us happy and fulfilled: – More stuff– More money– Big title– Power and control– No responsibilities– TV– Overeating– Overdrinking–

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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.
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.