Branch Hours (PT)
|Weekdays||10am - 5pm|
|Saturdays||10am - 2pm|
- Onsite Parking
- Free WIFI
- Coffee & Tea
- Nearby Bus Stop
- Financial Advisor
- Certified Financial Specialist
- Wheelchair Accessible
- Member Seating Area
Meet our team
San Mateo Branch Manager
Home Loan Consultant
NMLS ID: 552064
Cecilia's passion and attention to detail have been her formula as a Home Loan Consultant for more than 15 years.
Helping members improve their financial lives through home loans is the motivation that fuels Cecilia.
From your initial conversation with her until the closing, Cecilia will update and support you.
CUSO Financial Services, L.P.
CA Insurance License: OH51392
As a CFS Financial Advisor, Nancy Hernandez is passionate about helping clients and their families achieve their financial goals. She starts each relationship with an in-depth client profile meeting, reviewing current savings and investment plans, as well as gaining a solid understanding of their long- and short-term financial objectives. Nancy uses that information to craft a detailed financial strategy.
"Patelco members appreciate that I'm here to guide them through the financial planning process. When I can help them build a plan they can commit to and understand, I know I've done my job as their advisor. That's when we become partners in the process."
Because every client has different financial needs, Nancy is proud to provide the skill and knowledge necessary to plan toward their future, including educating clients about the many investment options available today. She's dedicated to working with clients to build a comfortable, customized plan that provides a solid financial solution.
Hear stories from real Patelco members
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can't say enough about how well we were treated, and overall, what a wonderful experience it was...I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online... and now it's completely done, money transferred and paid off the original loan!
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan quickly and smoothly. Thank you Patelco!
We just finished opening our second and third account here and couldn't be more pleased with the service. (They) let us know about which accounts would yield us a better rate for what we were going to use our funds for…Told us we could call if we needed any of the other things we talked about and was just so pleasant to deal with.
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest I was able to find!