Patelco Credit Union
San Jose Almaden

5185 Cherry Street Suite 50, San Jose, CA 95118

Branch Hours (PT)

Weekdays 10am - 5pm
Saturdays Closed

Our Services

  • Onsite Parking
  • ATM
  • Wheelchair Accessible
  • Member Seating Area
  • Coffee & Tea
  • Free WIFI
  • Private Meeting Offices

Meet our team

Beatriz Lizaola

San Jose Almaden Branch Manager

Linda has more than 21 years of experience in the financial industry and is passionate about helping others achieve financial wellness. As your Home Loan Consultant, she will take time to discuss your goals, and offer guidance and recommendations on the best and most affordable option for your long-term plans.

Whether you are looking for your first home, need to downsize, or want to ways to save on an existing mortgage, Linda has the expertise, knowledge, and patience to guide you there.

Mani Budwal

Financial Advisor

CUSO Financial Services, L.P.

CA Insurance License: 0K91624

Mani Budwal brings a breadth of experience to investments and financial planning. His diverse background and training enables him to help clients pursue their long and short-term financial goals through comprehensive, individualized financial planning.

“I’m a big believer in awareness and education. I find that Patelco members often times don’t know about the kind of solutions that are available for them to help achieve their goals. It brings me a lot of happiness to financially educate our members and know that I have impacted them and their family’s lives for the better.”

Mani believes that a client-focused approach to financial planning helps to ensure that recommended solutions encompass each client’s goals, time horizon and risk tolerance. He specializes in investment analysis and works closely with his clients to develop a customized financial strategy that they are comfortable embracing. 


 

Hear stories from real Patelco members

Get Started with Patelco
It's free to join
You come first; we're not-for-profit
We're on your schedule, 24/7