cu financial partners
Business details
- Category
- Financial Services · Financial planner
- Address
- 640 W California Ave, Sunnyvale, CA 94086
- Phone
- (650) 390-5074
- Website
- Searching the web…
- County
- Santa Clara County
About
Whether you are planning for retirement or looking to grow your savings, CU Financial Partners offers financial planning services tailored to you. We are a financial planning practice based in Sunnyvale, serving individuals and families across Santa Clara County and the South Bay.
Our work centers on helping clients understand where they stand today and build a clear, practical plan for the goals ahead. We take the time to listen closely to each client's situation, so every recommendation reflects their own priorities rather than a one-size-fits-all approach.
Whatever stage of life you are in, we are here to make complex financial decisions easier to understand.
Contact us today to schedule a consultation and start the conversation about your financial future.
Our work centers on helping clients understand where they stand today and build a clear, practical plan for the goals ahead. We take the time to listen closely to each client's situation, so every recommendation reflects their own priorities rather than a one-size-fits-all approach.
Whatever stage of life you are in, we are here to make complex financial decisions easier to understand.
Contact us today to schedule a consultation and start the conversation about your financial future.