Branch Hours (PT)
| Weekdays | 10am - 5pm |
| Saturdays | 10am - 2pm |
Our Services
- Onsite Parking
- Free WIFI
- Nearby Bus Stop
- ATM
- Financial Advisor
- Wheelchair Accessible
- Private Meeting Offices
- Digital Self Service
- Member Seating Area
Onsite Parking 
Free WIFI 
Nearby Bus Stop 
ATM 
Financial Advisor 
Wheelchair Accessible 
Private Meeting Offices 
Digital Self Service 
Member Seating Area Meet the team
Deisherey Ortega
Walnut Creek Branch Manager
Yvonne Phung
Home Loan Consultant
NMLS ID: 290734
Yvonne has been helping people navigate home financing since early 2000, building her career on trust, transparency, and a commitment to the members she serves. At Patelco Credit Union, Yvonne provides personalized solutions tailored to your unique goals – whether you are buying, refinancing, or exploring your options. She takes the time to understand your situation and deliver the right loan solutions to fit your needs. As a trilingual consultant fluent in English, Vietnamese and Chinese, Yvonne is proud to support our diverse member community. Her approach is centered on clear communication, responsive service, and a smooth, stress-free experience from start to finish.
Connect with Yvonne to take the next step toward your homeownership goals.
Jay Long
Financial Advisor
Patelco Financial Solutions1
CA Insurance License: 0E85709
As a seasoned professional, Jay Long is keenly aware that timing and a hands-on approach to investing is essential in today’s world of investments. With nearly 30 years of experience, Jay provides a comprehensive perspective to manage a client’s financial plans across both up and down markets. He enjoys helping them understand and plan their personal road to retirement and beyond – to the years during retirement.
“I’m honored to be here to help Patelco members find the answers they need to plan for and enjoy their retirement years.”
Over the last three decades, Jay has earned the confidence and admiration from countless clients. He understands that everyone’s risk tolerances and investment goals are unique. Employing an informed and time-tested perspective for every client relationship, Jay educates families and individuals to help them chart a path toward success.
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 Walnut Creek
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.