Build your wealth strategy
Contact Shanel
You can contact Shanel via email, video call, or by phone 858-882-6572 Ext. 6572.
Contact Shanel
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To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
Wealth Management
Confidence begins with the right partner
Prepare for your dreams with help from an advisor available through CFS*
Build your wealth strategy
Build your wealth strategy
Build your wealth strategy
Wealth Management
available through CUSO Financial Services, L.P* at Yolo Federal
Whether you want to make sure college is covered for your kids, or you are planning your perfect retirement, we have the resources to help out. We offer a full range of retirement and investment services through our broker-dealer, CUSO Financial Services, L.P.* (CFS). Our CFS Financial Advisor, Shanel Dubique, is eager to help you work towards financial success.
Important note
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (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. Yolo Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.
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 on 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. Using FINRA’s BrokerCheck website, you can search for a brokerage firm or individual broker by name or registration number, and link to state regulators’ websites. Details on a broker’s background and qualifications are available for free.
https://brokercheck.finra.org
Highlights
Prepare for retirement
Make investments
Knowledge that gives you the power
Invest in yourself
For many young adults, the idea of investing may be intimidating, but in reality, we invest in something one way or another every day.
You worked hard, so should your money
Whatever your retirement vision looks like, it takes planning. Being prepared financially for retirement is a multistep process that should evolve.
Saving for retirement on any sized budget
Creating a solid plan and developing good money habits is necessary to set yourself up for future success.
Social Security: when to collect it
Before you punch out for the final time, there’s one more thing you’ll need to plan for—collecting Social Security.
Unlock your financial wellness with a home loan checkup
When was your last Home Loan checkup? Reviewing your Home Loan health is equally important.
3 tips for investing in multifamily properties
Unlike single dwelling units, multifamily could boost your income while reducing vacancy rates.
What to consider when buying a multifamily property
In this blog we’ll cover 4 factors that should be considered before finalizing the deal.
Unfilter your home renovation
There are many things to consider before tackling a large or small home renovation project.
Frequently asked questions
What can a Wealth Management advisor help with?
CFS covers many wealth management and financial planning needs, including:
- Mutual Funds
- Stocks, Bonds and Annuities
- Retirement Planning
- Business Succession Planning
- Estate Planning Strategies
- Education Funding
- 401(k) and 403(b) Rollover Options
- Legacy Planning
How can I get in touch?
To talk to us about Wealth Management, please contact CFS Financial Advisor, Shanel Dubique via email, phone, or video call:
Shanel Dubique, CFS Financial Advisor
Phone: 858-882-6572 Ext. 6572
Email: Shanel.Dubique@atriawealth.com
Who is Shanel?
Shanel is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals. Schedule a no-obligation phone appointment with Shanel and gain valuable information on financial planning topics that include:
- 401(k) 403(b) and 457 Rollovers
- Retirement Life Style Strategies
- Creating Income in Retirement
- Life & Long Term Care Insurance
- Small Business Services
“As a financial consultant, I want to partner with you to create a plan for not only now, but throughout your lifetime. Turning your financial concerns into financial confidence by helping you take the guess out of invest.”
Registered through CUSO Financial Services, L.P.
Series 7 — Securities Representative Series 66 — Investment Advisor CA Insurance License #0M23356 NEXT Financial CA Agency Licenses #0I27725 / 0C7838
Educational Background
Dominica State College
Contact Information
Shanel Dubique, CFS Financial Advisor
Phone: 858-882-6572 Ext. 6572
Have questions?
Disclosure
Non-deposit investment products and services are offered through CUSO Financial Services, LP (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. Yolo Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 1CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.
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.
