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Wealth Management

Let's bring your financial future into focus.

Schedule your Consultation

The right team at the right time

Everyone’s life journey is unique, so we make thoughtful recommendations tailored to help you achieve your financial goals. Our Wealth Management team has created a process to assist you to make timely decisions as your financial needs evolve.


Geoff Palenik


Alex Choi


Kevin Burns


What's top of mind for you?

Let's plan for your financial future

Schedule your Consultation


Non-deposit investment products and services are offered through CUSO Financial Services, L.P.(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

For CUSO Financial Services, LP (“CFS”) Referral Disclosure, select here.

OLB Important Scheduled Maintenance Alert:

Online Banking will be intermittently down due to maintenance on March 25th 11PM to March 26th 3AM PST. We apologize for any inconvenience.