Branch Hours (PT)
Weekdays | 10am - 5pm |
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Saturdays | Closed |
Our Services
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Free WIFI
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Coffee & Tea
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Nearby Bus Stop
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Nearby BART Stop
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ATM
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Financial Advisor
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Certified Financial Specialist
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Wheelchair Accessible
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Member Seating Area
Meet our team
Jose Antonio Garcia
Home Loan Consultant
NMLS ID: 453338
A mortgage is one of the most important financial choices you will ever make. As a Home Loan Consultant at Patelco with 20 years of experience, Jose remains dedicated to helping you achieve your goals - not just finish your loan transaction. Maintaining integrity and building relationships are the core of Jose’s work, and he can help customize a home loan financing solution just for you.
Jane Krueger, CFP®
Financial Advisor
CUSO Financial Services, L.P.
CA Insurance License: 0C14959
Confidence is vital when helping someone with their financial goals. Jane Krueger, a CERTIFIED FINANCIAL PLANNER™, understands and respects that need. She has been advising clients on their investment and retirement needs for over two decades. Jane specializes in the analysis of client portfolios, giving an honest and unbiased evaluation of every situation - creating a customized retirement plan for clients to implement.
"Patelco members want to know how to reach their goals. Then they want someone to help them take action. I'm here to help change lives with action rather than procrastination."
By using a goal-oriented approach, her clients are presented with strategies for growth, preservation of assets, retirement income, and long-term care solutions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.