Important Information: Our offices and branches will be closed on Thursday, November 24th for Thanksgiving

CBC Wealth Management

Always Client-Focused. Helping you pursue Financial Independence.

Client-Focused Wealth Management

CBC Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track. 

Independence Powered by LPL

CBC Wealth Management is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer. This relationship provides us with thorough research and a comprehensive array of tools, resources, and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations. As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Meet Our Expert

Our Wealth Management team is ready to help and happy to answer your questions!

Schedule an Appointment

  • MM slash DD slash YYYY

The financial consultants at CBC Wealth Management are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. CBC Federal Credit Union and CBC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CBC Wealth Management, and may also be employees of CBC Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of,  CBC Federal Credit Union or CBC Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Forgot password?
You are leaving the CBC Federal Credit Union website

You are being directed to a third-party website.

Please note that this third-party website is not controlled by CBC Federal Credit Union or subject to our privacy policy.

Thank you for visiting our site. We hope your visit was informative and enjoyable.