Broker Check

The CUFP Advantage

Designed to put clients first.

Founded in 2006, CU Financial Partners was built to make a real difference in our clients’ lives. To accomplish that we had to be different. So we created a financial services company that is different.
Today we stand apart by following five tenets:

  • The Power of Independence: With the backing of our independent registered investment advisor (RIA) and broker-dealer Cetera Advisors, we have no sales quota, no proprietary products and only one boss – our clients.
  • The Co-Pilot Commitment: We are a Financial Planning practice.  Together, with you, we build a custom comprehensive financial plan to help you pursue your goals by design. And we commit to be at your side to support and guide you through important decisions as life happens.
  • Making the Complex Simple: Our job is to understand and synthesize the complexities of your life and mold it into an actionable plan. We commit to explain to you all of your options in plain Englishso you can make  smarter financial decisions. And should you require additional professional help, we are
    your quarterback with a team of trusted professionals to help you with competent advice and stellar service at a reasonable price.
  • The Fiduciary Promise: Every client is unique. That’s why we spend time to understand our clients before making any recommendations. And since we’re independent fiduciaries, our custom-tailored solutions are designed with your interest first and no hidden fees. Learn more about The Fiduciary Promise.
  • Technology to Centralize your Financial Life: Our technology brings together your estate, your plan and powerful tools in an easy-to-use real-time website and phone application. This leading-edge technology provides  a better understanding of where you are today so you can make smarter decisions for tomorrow. Learn more about powerful insights at your fingertips

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