Routing # 321076470

Patelco Credit Union Santa Rosa

Open today from 10am - 5pm PT

1965 Cleveland Avenue, Santa Rosa, CA 95401

Santa_Rosa_Front

Branch Hours (PT)

Weekdays 10am - 5pm
Saturdays 10am - 2pm

Our Services

  • Onsite Parking
  • Free WIFI
  • Coffee & Tea
  • Nearby Bus Stop
  • ATM
  • Financial Advisor
  • Wheelchair Accessible
  • Private Meeting Offices
  • Member Seating Area

Meet our team

John Campbell

Santa Rosa Branch Manager

“Working to make your homeownership dream come true.” I work to provide friendly and professional mortgage services with great care. My experience analyzing complex credit, income and financial data help resolve problems that come up throughout the loan process. Continued communication and follow up will help you stay informed and connected. I have detailed knowledge of Conforming, Jumbo and First-Time Homebuyer programs. I am a US Army veteran, married with three children, and an outdoor enthusiast. I enjoy golfing and camping. I believe the best compliment I can receive for my work, is a referral of a family member or friend. My goal is to provide you with quick loan closings and peace of mind.

Leif Tinsley

Financial Advisor

CUSO Financial Services, L.P.1

CA Insurance License: 0L71317

Leif Tinsley’s goal is to make a difference in his clients’ lives. Early in his career, he learned that developing relationships and trust is integral to financial advising. He meets each client from the perspective of “how can we work together to give you confidence and success within your investment goals”.

Helping clients realize their financial goals is a top priority. Whether clients are accumulating wealth, planning for a major expense, or nearing retirement, he assists in guiding them to solutions that fit the stage they are in with a long-term plan always in mind.

His strengths are listening and being aware of his clients’ needs, while at the same time explaining and helping them feel comfortable along the way. With many years of’ experience in financial services, Leif Tinsley is a problem solver that cares about his clients’ financial future.

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 […]

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 about and was just so pleasant to deal with.  

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 […]

Patelco member Lonna B. smiles at the camera.
A portrait of Patelco member David L.
Patelco member Judy F. holds her small dog.
Suzette W., a Patelco member, smiles at the camera.
Nelson P., a young Patelco customer, looks out the window.

Featured Products at Patelco Santa Rosa

Credit Cards & Personal Loans

Patelco offers credit cards with competitive rates and no transfer fees, and debt consolidation loans to help you pay off your debt faster.

Auto Loans

Get competitive rates on new or used auto loans or lower your car payments with car loan refinancing.

Savings & Certificates

Watch your money grow with a savings account that matches your needs, including share certificates with higher interest rates.

Checking Accounts

Get the right checking account to manage your spending and say goodbye to fees with Patelco’s free checking account.

Investments & Financial Planning

Learn about our investing and financial planning services and get help with investment strategies, college savings plans, estate planning and more.

Home Loans

Get a fixed or adjustable home loan with competitive rates, or use get a home equity line of credit to pay for a remodel or other big expense.

1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

2  eVISION® is a registered trademark of CUSO Financial Services, L.P.(CFS).

3 Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

* The Robo Advisor platform, Schwab Institutional Intelligent Portfolios, is no longer accepting new investors. If you are an existing client and need service, please call 800.686.4724, option 4.

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