Copper Financial
Jake Christopher Wu is a seasoned Wealth Advisor at Copper Financial, a position held since November 2020. Prior to this role, Jake served as an Investment Advisor Representative at UNFCU Advisors LLC from November 2020 to October 2022. Jake's extensive experience in the financial sector includes notable positions such as Vice President and Financial Advisor at Santander Investment Services, and Financial Advisor/Portfolio Advisor at Merrill Lynch. Jake commenced a career in finance at Northwestern Mutual as a Financial Representative from June 2010 to July 2015. Jake holds a Bachelor's degree in Nutrition Sciences from Cornell University, obtained in 2010.
Copper Financial
Copper Financial ("Copper Financial") provides credit unions a member focused experience by delivering a fully integrated investment program that has your members' best interests in mind – and they don’t need to hit a certain income bracket or savings level to get started. With an array of best-in-class technology, coupled with more than 20 years of investment experience, we have built investment programs from the “inside” with direct guidance and oversight from an executive team who has walked in your shoes. Through our Financial Professionals, we offer a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, Trust Services, and Insurance, to name a few. And Copper Financial is CUSO owned, so we truly understand what it means to put members’ needs first. Securities and advisory services offered through Copper Financial (“Copper Financial”), Member FINRA/SIPC. Copper Financial a SEC registered investment adviser. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly owned subsidiary of CommunityAmerica Credit Union. Any links to third-party websites are provided for information purposes only. Copper Financial is not affiliated with and does not endorse, authorize, or sponsor the website or its respective sponsors. Copper Financial is not responsible for the content of the website or the collection or use of data the website may collect. For important disclosures from Copper Financial, including our Electronic Communications Guidelines, please visit cu.financial/disclosures.re.