Branch Hours (PT)
| Weekdays | 10am - 5pm |
| Saturdays | 10am - 2pm |
Our Services
- Onsite Parking
- Free WIFI
- Coffee & Tea
- Nearby Bus Stop
- ATM
- Financial Advisor
- Certified Financial Specialist
- Wheelchair Accessible
- Member Seating Area
Onsite Parking 
Free WIFI 
Coffee & Tea 
Nearby Bus Stop 
ATM 
Financial Advisor 
Wheelchair Accessible 
Member Seating Area Meet the team
Janeka Ricks
San Mateo Branch Manager
Gloria Castillo
Home Loan Consultant
NMLS ID: 1475220
Gloria is a native of the Bay Area, and has been working in the financial industry for over a decade. At Patelco, she’s focused on ensuring members understand the home loan process and know what to expect along the way. When you work with Gloria, you can expect solid advice, whether your need is buying a home, refinancing, or taking out equity. Gloria’s goal is to guide members to the loan that keeps them on their path to financial wellness.
Nancy Martinez
Financial Advisor
Patelco Financial Solutions1
CA Insurance License: 0H51392
As a 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.
Hear stories from real Patelco members
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can't say enough about how well we were treated, and overall, what a wonderful experience it was...I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
Lonna B.
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can’t say enough about how well we were treated, and overall, what a wonderful experience it was…I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online... and now it's completely done, money transferred and paid off the original loan!
David-L
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online… and now it’s completely done, money transferred and paid off the original loan!
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan quickly and smoothly. Thank you Patelco!
Judy F.
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan […]
Suzette W.
We just finished opening our second and third account here and couldn’t be more pleased with the service. (They) let us know about which accounts would yield us a better rate for what we were going to use our funds for…Told us we could call if we needed any of the other things we talked […]
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest I was able to find!
Nelson P.
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest […]
Featured Products at Patelco San Mateo
Checking Accounts
Manage your everyday spending and access online banking tools that are tailored to you. Open a checking account today.
Savings & Certificates
Explore a range of savings and money market accounts. Start earning when you open a savings account.
Credit Cards & Personal Loans
Credit cards with everyday low rates and $0 balance transfer fees, and personal loans to pay off high interest debt or other expenses.
Auto Loans
Explore competitive rates on new or used car loans, and save on payments when you refinance your current auto loan.
Home Loans
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.
Investments & Financial Planning
Personalized strategies, tools and expertise to help you along your financial journey. Learn more about our investing and financial planning services.
We're on your schedule, 24/71 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.