| Weekdays | 10am - 6pm |
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| Saturdays | 10am - 2pm |
Valerie Phillips
San Ramon City Center Branch Manager
Whether it’s buying your first home, refinancing to lower your payment or tapping your equity for renovations, securing a mortgage can be an incredibly stressful and emotional process – but it doesn’t need to be. Bobby takes a holistic approach to mortgages, considering your unique circumstance, lifestyle and financial objectives to match you with the product best suited to you. With more than a decade of financial experience, Bobby is familiar with every phase of the mortgage process — from origination to fulfillment to underwriting. With a degree from the Marshall School of Business at the University of Southern California, Bobby regularly calls on his business background to decipher even the most complex personal economics. This positions him to deliver great results for members with custom-tailored home loan solutions and excellent service.
John Borbon, CF2®
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0J14617
John Borbon builds life-long relationships with his clients in order to deliver a full-service customer experience — combining personal attention, financial planning, and retirement advice.
“I strive to help each of my clients plan for their financial future through comprehensive analysis with their goals in mind. My passion is for educating clients about investing and retirement planning and ultimately making a difference in their lives.”
John firmly believes each investor is unique, and investing is very personal. With the highest level of professional integrity, John recommends tailor-made strategies based on each client’s individual situation to help them reach their financial goals.
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 […]
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.
We're on your schedule, 24/71 The financial professionals at Patelco Financial Solutions are Financial Advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Patelco Credit Union and Patelco Financial Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Patelco Financial Solutions, and may also be employees of Patelco Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Patelco Credit Union or Patelco Financial Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Onsite Parking
ATM
Wheelchair Accessible
Member Seating Area
Free WIFI
Private Meeting Offices
Certified Financial Specialist
