In order to provide financial advisory services in the interest of serving the needs of its members, Chabot Federal Credit Union has launched Chabot Financial Services. The financial and brokerage service is provided in partnership with Priority Financial Group (PFG) and Securities American Advisors Inc.
Chabot Financial Services will offer financial services such as wealth management, asset protection strategies, insurance, annuities and estate planning to Select Employer Groups at Chabot FCU, including Chabot College, Las Positas College, the Chabot-Las Positas Community College District, and the City of Hayward.
“If the past year has taught us anything it is the importance of protecting one’s self against the unexpected,” said Chabot FCU CEO Christine Petro. “We are delighted to have experienced advisors helping our members reach their financial goals. PFG understands credit unions and the unique needs of our credit union members.”
Through PFG, Chabot Financial Services now has a new team of virtual financial advisors available to assist their members. James (Jimmy) Suh and Andres Favelas are the new advisors with Chabot Financial Services. Petro said their expertise will enable credit union members to explore new opportunities for growth.
“This team of advisors bring deep financial experience to Chabot Financial Services,” she said. “We enthusiastically celebrate and welcome their arrival as they share our core values of a life-long learning promise, appreciating others, and operating with transparency and integrity.”
About Chabot Federal Credit Union Chabot Federal Credit Union is a member-owned financial cooperative providing financial services to approximately 1,680 members. To find out more visit us at ChabotFCU.com.