California Credit Union Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.





Team

Oscar Escobedo

Assistant,

Financial Planning Assistant

Roles & Responsibilities

  • Client Inquiries and Practice Management
  • Appointment Scheduling
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