Weekdays | 10am - 6pm |
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Saturdays | 10am - 2pm |
Nazia Sarwar-Malik
San Bruno Branch Manager
Cecelia is powering home ownership dreams, one home at a time.
With over 30 years at Patelco, she is a dedicated home loan consultant, specializing in turning aspirations into realities. She helps members navigate the complex landscape of mortgage financing with expertise and care.
Her personalized guidance is tailored to each client’s unique needs and financial goals whether refinancing or purchasing. She strives to make the home buying journey smooth and rewarding. Unlock your door to your new beginning with Cecilia.
Nancy Martinez
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0H51392
As a CFS Financial Advisor, Nancy Martinez is passionate about helping clients and their families achieve their financial goals. She starts each relationship with an in-depth client profile meeting, reviewing current savings and investment plans, as well as gaining a solid understanding of their long- and short-term financial objectives. Nancy uses that information to craft a detailed financial strategy.
“Patelco members appreciate that I’m here to guide them through the financial planning process. When I can help them build a plan they can commit to and understand, I know I’ve done my job as their advisor. That’s when we become partners in the process.”
Because every client has different financial needs, Nancy is proud to provide the skill and knowledge necessary to plan toward their future, including educating clients about the many investment options available today. She’s dedicated to working with clients to build a comfortable, customized plan that provides a solid financial solution.
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.