Build your wealth strategy
Contact Shanel
You can contact Shanel via email, video call, or by phone 858-882-6572 Ext. 6572.
Contact Shanel
Discounted Loans for Healthcare & First Responders
Vehicle Loans
Other Loans
Leaving Our Site
You are leaving the Yolo Federal Credit Union website. Yolo Federal Credit Union provides links to external sites for the convenience of its members. By clicking “Continue” you will be directed to an external website owned and operated by a third party. These external websites are not controlled by Yolo Federal Credit Union and Yolo Federal Credit Union makes no representation or warranty, express or implied, to the user concerning the information, content, presentation, accuracy or opinion of these sites or the quality, safety, or suitability of any software found on these sites. The privacy policies of Yolo Federal Credit Union do not apply to external sites and users should consult the privacy policies on these sites for further information. Thank you for visiting the Yolo Federal Credit Union website..
To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
Yolo Federal Wealth Management
Confidence begins with the right partner
Prepare for your dreams with help from an advisor available through CFS*
Build your wealth strategy
Build your wealth strategy
Build your wealth strategy
Yolo Federal Wealth Management
available through CUSO Financial Services, L.P* at Yolo Federal
Whether you want to make sure college is covered for your kids, or you are planning your perfect retirement, we have the resources to help out. We offer a full range of retirement and investment services through our broker-dealer, CUSO Financial Services, L.P.* (CFS). Our CFS Financial Advisor, Shanel Dubique, is eager to help you work towards financial success.
Important note
Show moreHighlights
Prepare for retirement
Make investments
Knowledge that gives you the power
Invest in yourself
For many young adults, the idea of investing may be intimidating, but in reality, we invest in something one way or another every day.
You worked hard, so should your money
Whatever your retirement vision looks like, it takes planning. Being prepared financially for retirement is a multistep process that should evolve.
Saving for retirement on any sized budget
Creating a solid plan and developing good money habits is necessary to set yourself up for future success.
Social Security: when to collect it
Before you punch out for the final time, there’s one more thing you’ll need to plan for—collecting Social Security.
Unlock your financial wellness with a home loan checkup
When was your last Home Loan checkup? Reviewing your Home Loan health is equally important.
3 tips for investing in multifamily properties
Unlike single dwelling units, multifamily could boost your income while reducing vacancy rates.
What to consider when buying a multifamily property
In this blog we’ll cover 4 factors that should be considered before finalizing the deal.
Unfilter your home renovation
There are many things to consider before tackling a large or small home renovation project.
Frequently asked questions
What can a Yolo Federal Wealth Management advisor help with?
CFS covers many wealth management and financial planning needs, including:
- Mutual Funds
- Stocks, Bonds and Annuities
- Retirement Planning
- Business Succession Planning
- Estate Planning Strategies
- Education Funding
- 401(k) and 403(b) Rollover Options
- Legacy Planning
How can I get in touch?
To talk to us about Yolo Federal Wealth Management, please contact CFS Financial Advisor, Shanel Dubique via email, phone, or video call:
Shanel Dubique, CFS Financial Advisor
Phone: 858-882-6572 Ext. 6572
Email: Shanel.Dubique@atriawealth.com
Who is Shanel?
Shanel is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals. Schedule a no-obligation phone appointment with Shanel and gain valuable information on financial planning topics that include:
- 401(k) 403(b) and 457 Rollovers
- Retirement Life Style Strategies
- Creating Income in Retirement
- Life & Long Term Care Insurance
- Small Business Services
“As a financial consultant, I want to partner with you to create a plan for not only now, but throughout your lifetime. Turning your financial concerns into financial confidence by helping you take the guess out of invest.”
Registered through CUSO Financial Services, L.P.
Series 7 — Securities Representative Series 66 — Investment Advisor CA Insurance License #0M23356 NEXT Financial CA Agency Licenses #0I27725 / 0C7838
Educational Background
Dominica State College
Contact Information
Shanel Dubique, CFS Financial Advisor
Phone: 858-882-6572 Ext. 6572
Have questions?
Disclosure
Show more
