Broker Check
  • 1999 S. Bascom Avenue, Suite 700
  • Campbell, CA 95008
  • Call us: 408-866-1002

Our Team Approach

The CU Financial Partners, LLC team is made up of a diverse group of professionals offering a unique experience for our diverse clients. With various educational backgrounds, certifications, and over 75 years combined industry experience, our associates are well equipped to serve your unique needs. 

Our team has a full service philosophy designed to provide our members with resources to assist them with all of their financial needs. As a result, we have selected a number of trusted, highly-experienced professional partners to assist in areas such as tax accounting and estate planning.