Weekdays | 10am - 5pm |
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Saturdays | 10am - 2pm |
Guadalupe Lopez
Campbell Branch Manager
Sharlena has been in the mortgage industry for more than 15 years. In addition to being a Home Loan Consultant, she is an active real estate agent, giving her both lending and real estate knowledge. Whether you’re a first time home buyer looking to get pre-approved or an existing homeowner, she can help you find the terms that are the best fit for you. Sharlena will meet with you to look at your finances and help you get a clear picture of what type of loan and loan amount is realistic. She’ll be with you every step of the way so you can make the best decision about your 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.
Manage your everyday spending and access online banking tools that are tailored to you. Open a checking account today.
Explore a range of savings and money market accounts. Start earning when you open a savings account.
Credit cards with everyday low rates and $0 balance transfer fees, and personal loans to pay off high interest debt or other expenses.
Explore competitive rates on new or used car loans, and save on payments when you refinance your current auto loan.
Home loans for any need, with flexible lending options for new and existing homeowners. Refinance your existing mortgage to reduce payments or take cash out.
Personalized strategies, tools and expertise to help you along your financial journey. Learn more about our investing and financial planning services.
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.