Patelco Credit Union
San Francisco – Main

124 2nd Street, San Francisco, CA 94105

Branch Hours (PT)

    Weekdays 10am - 5pm
    Saturdays Closed

Our Services

  • Onsite Parking
  • Free WIFI
  • Coffee & Tea
  • Nearby Bus Stop
  • Nearby BART Stop
  • ATM
  • Financial advisor services.Financial Advisor
  • Financial advisor services.Certified Financial Specialist
  • Wheelchair Accessible
  • Member Seating Area

Meet our team

Jason Phillips

San Francisco - Main Branch Manager

Erica Badger, a Patelco Credit Union Home Loan Consultant.

With over 15 years of experience in the mortgage industry, Erica has the expertise to deliver outstanding service and advice. A mortgage is one of the most important financial choices you will ever make, and Erica wants to provide you with an educational and informative experience. She has a passion for helping others achieve their goals, and there is nothing more rewarding than assisting a member in buying or refinancing a home.

Photo of Jane Krueger

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.

Hear stories from real Patelco members

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