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Your Money Earns with Our Investment Services - Los Angeles, California, United States

Your money earns with UCU Investment Services

University Investment Services, powered by Copper Financial Network, LLC (Copper Financial),* was established to provide a fully integrated member experience to help better serve your financial goals. 
We offer a broad suite of investment products and services designed to give you more flexibility to customize and help you achieve your financial goals. Our investment services can help you down the path that best suits your needs.
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Investment services and solutions

Meet our wealth advisor

 

Lucy Viado

lviado@cu.financial

424.320.4704

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Lucy Viado delivers individually tailored financial strategies while building lasting relationships with members. She draws on her 20+ years of financial management experience, including banking, lending, insurance services, and wealth management to ensure members have the right strategies in place to support their short- and long-term goals. "My singular focus is to help members prepare for their various financial stages in life with an eye to the future."

Account types
Account types - University Credit Union
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Account types

Account types

Save for your future with all types of retirement plans and investment solutions.
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Insurance
Insurance - University Credit Union
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Insurance

Insurance

Ensure you, your family, your business, and more are covered with comprehensive insurance options, including Life Insurance, Long Term Care Insurance, and Disability Income Insurance.
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Products
Products - University Credit Union
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Products

Products

Select from a wide range of portfolio-ready products, including Stocks, ETFs, Bonds, Annuities, Mutual funds and everything in between to secure and grow your wealth.
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Services
Services - University Credit Union
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Services

Services

Understand your investment options and risk tolerance, and learn about financial and retirement planning.
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