Todd Salzman

Copper Financial

Copper Financial ("CuFi") provides credit unions a member focused experience by delivering a fully integrated investment program that has your members best interests in mind – and they don't need to hit a certain income bracket or savings level to get started. With an array of best-in-class technology, coupled with more than 20 years of investment experience, we have built investment programs from the "inside" with direct guidance and oversight from an executive team who has walked in your shoes. Through our Financial Professionals, we offer a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, Trust Services, and Insurance, to name a few. And CuFi is CUSO owned, so we truly understand what it means to put members' needs first. Securities and advisory services offered through Copper Financial ("CuFi"), Member FINRA/SIPC. CuFi a SEC registered investment adviser. Products offered through CuFi: 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. CuFi s a wholly-owned subsidiary of CommunityAmerica Credit Union. Any links to third-party websites are provided for information purposes only. CuFi is not affiliated with and does not endorse, authorize, or sponsor the website or its respective sponsors. CuFi is not responsible for the content of the website or the collection or use of data the website may collect. For important disclosures from CuFi, including our Electronic Communications Guidelines, please visit cu.financial/disclosures.