Patriot Federal Credit Union Expands Financial Wellness Expertise with New Certified Credit Union Financial Counselors (CCUFC®)

Greg

At Patriot Federal Credit Union, we believe financial wellness is an important part of helping our members achieve their goals and build a stronger financial future. That’s why we’re proud to recognize the growing number of Patriot team members who have earned the Certified Credit Union Financial Counselor (CCUFC®) designation through America’s Credit Unions. The certification equips credit union professionals with specialized training in financial counseling, credit, budgeting, debt management, retirement planning, and overall financial wellness

What Does This Mean for Our Members?

Our CCUFC-certified team members have additional expertise to help members:

  • Create and maintain budgets
  • Improve credit scores
  • Develop debt repayment strategies
  • Navigate financial hardships
  • Understand borrowing options
  • Establish savings goals
  • Prepare for major life events like buying a home, funding education, or planning for retirement
  • Build long-term financial wellness habits

Financial counseling is about meeting people where they are. Whether you’re just getting started, working through a financial challenge, or planning for the future, our counselors can help you better understand your options and make informed financial decisions.

Patriot’s Certified Credit Union Financial Counselors

Retail Leadership Team

  • Andrea Grenke
  • Aureliz Myers
  • Renee Preso
  • Myranda Galia
  • Marcos González
  • Greg Figueroa
  • Sara Stansfield
  • Chrissy Wolfe
  • Jaime Gutiérrez
  • Eric Harbaugh
  • Matt Ellis

Investing in Your Financial Success

At Patriot, we’re committed to providing more than financial products and services. We’re committed to providing education, guidance, and support that help our members succeed.

Have a financial question or a goal you’d like to discuss? Stop by your local Patriot branch and speak with a member of our team. We’re here to help you build confidence and take the next step on your financial journey.

 

greg
aureliz
chrissy
eric
jaime
marcos
Matt Ellis
myranda
renee
sarah
sharon

Divulgaciones

  • NCUA

    Esta cooperativa de crédito está asegurada a nivel federal por la Administración Nacional de Cooperativas de Crédito.

  • Prestamista de casa igual

    Prestamista de vivienda equitativa

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