Wealth management requires a particular specialty. Community First can proudly point you to The McBride Group (in Sonoma, Napa + Marin counties) and Golden State Wealth Management (in Lake + Mendocino counties) for pragmatic advice, with a LOCAL perspective.
The McBride Group, a California Registered Investment Adviser firm, has been serving our Napa, Marin and Sonoma Members since 2014.
Below is a short video that captures what they are all about ...
Golden State Wealth Management has been serving our Clearlake, Lakeport, Ukiah and Fort Bragg Members since 2016.
Golden State Wealth Management was organized in Mendocino County in 2005, and is a Registered Investment Advisor offering comprehensive investment strategies based on timely, unbiased research and comprehensively dynamic technology. With founding partners that bring over 50 years of financial experience, they are dedicated to addressing the financial planning needs of individuals, businesses and families across the nation. Golden State Wealth Management is aligned with LPL Financial, the nation’s largest independent broker-dealer*, to provide comprehensive tools and research necessary in today’s complex markets.
As part of the benefits of being a Community First Credit Union Member Jim offers:
Wealth Manager Jim Goetz (Clearlake, Fort Bragg, Lakeport, & Ukiah)
A veteran of the United States Navy, Jim has been serving Lake & Mendocino counties for over 30 years. Starting his financial career in 2008 with J.P. Morgan, Jim quickly developed his own style and approach to wealth management. Joining Golden State Wealth Management in 2015, Jim has continued to extend his knowledge and experience to the families of Northern California. Serving the community with the professionalism of a big city firm, Jim remains rooted by his small town dedication. Jim and his family have been residents of Lakeport for 27 years and own Lakeport Dance Studio. When Jim is not serving his clients, you can find him camping, free diving for abalone, or serving with his brother Knights of Columbus at community events.
Investment advice and brokerage services are offered by the independent investment advisors or brokers or dealers described above. Community First is not an investment advisor or registered broker or dealer. In obtaining investment advisory or other services with the entities cited above, Members deal exclusively with those organizations with regard to brokerage or investment advisory services. The Credit Union is not affiliated with any entity described more fully in the links below. The Credit Union receives compensation in connection with Member accounts referred to the cited entities. Securities or other investments purchased through the entities described above are not guaranteed by the Credit Union, and are not subject to share or deposit insurance through the National Credit Union Administration or Federal Deposit Insurance Corporation or any other federal or state deposit guarantee fund relating to financial institution, or any other agency of the U.S. government. Investment activities involve risk, and may decrease in value. By clicking links to third-party websites, you are leaving the Community First Credit Union website. Any information provided to third parties is the responsibility of such third parties, and is not subject to the Community First Credit Union privacy or other policies. Consult the privacy disclosures on third party websites for more information. Lastly, should you want to examine the FINRA Broker Check website: https://brokercheck.finra.org.