Weekdays | 10am - 5pm |
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Saturdays | Closed |
Brenda Valenzuela
Redwood City Branch Manager
With over 15 years of experience in the mortgage industry, Erica has the expertise to deliver outstanding service and advice. A mortgage is one of the most important financial choices you will ever make, and Erica wants to provide you with an educational and informative experience. She has a passion for helping others achieve their goals, and there is nothing more rewarding than assisting a member in buying or refinancing a home.
Mani Budwal
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0K91624
Mani Budwal brings a breadth of experience to investments and financial planning. His diverse background and training enables him to help clients pursue their long and short-term financial goals through comprehensive, individualized financial planning.
“I’m a big believer in awareness and education. I find that Patelco members often times don’t know about the kind of solutions that are available for them to help achieve their goals. It brings me a lot of happiness to financially educate our members and know that I have impacted them and their family’s lives for the better.”
Mani believes that a client-focused approach to financial planning helps to ensure that recommended solutions encompass each client’s goals, time horizon and risk tolerance. He specializes in investment analysis and works closely with his clients to develop a customized financial strategy that they are comfortable embracing.
1 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. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.
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