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Meet Our Team

Client Focused Wealth Management

Client Focused Wealth Management

CFCU Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for your future.

“The strength of the team is each individual member.  The strength of each member is the team.”
– Phil Jackson

Frank   Torelli

Frank Torelli

Wealth Advisor

Jennifer   Clark

Jennifer Clark

Administrative Assistant

Kara   Grant

Kara Grant

Client Service Specialist