Financial Advice

Financial Advice from trusted LOCAL pros

Community First partners with The McBride Group and Golden State Wealth Management. Rock-solid advice and financial management. Global knowledge, with LOCAL perspective.

Wealth management is a particular specialty we weren’t satisfied we could offer in-house. So we looked for experienced LOCAL experts with the same ethics of a not-for-profit cooperative.  We found them!

• The McBride Group

  The McBride Group, a California Registered Investment Adviser firm, has been serving our Napa, Marin and Sonoma Members since 2014.

  We watched and vetted these guys for three years. That’s dogged due diligence.

  Here's a short video that explains what you can expect when you meet with The McBride Group.

   

• Golden State Wealth Management

  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:

  • Equity Investments
  • Portfolio Reviews
  • Comprehensive Asset Management
  • Business Retirement Accounts
  • Estate Planning
  • Life Insurance and Policy Reviews
  • Financial Planning
  • Asset Protection
  • And more…

   

  Wealth Manager Jim Goetz (Clearlake, Fort Bragg, Lakeport, & Ukiah)

  Phone	707/237-1561
  Email	James.Goetz@GoldenStatewm.com

  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.