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Investment Adviser at Redwood Credit Union earns retirement-planning credential
SANTA ROSA, CA (April 21, 2015) — Ashley Curiel, a CFS* investment adviser at Redwood Credit Union (RCU), has earned the Chartered Retirement Planning CounselorTM (CRPC®) designation from the College for Financial Planning. The nationally recognized designation represents special expertise in retirement planning, and joins the Certified Financial PlannerTM certification Ms. Curiel obtained in 2011.
“By completing the requirements involved in the CRPC® certification, Ashley has furthered our ability to provide top-notch service to members of Redwood Credit Union,” said Tom Hubert, wealth management program director for Redwood Credit Union.
Ashley Curiel became a licensed Financial Advisor at Redwood Credit Union in 2007. She is a three-time recipient of the Pacesetter award from CUSO Financial Services, L.P. The award honors top-producing CFS representatives credited with generating significant revenue while providing high-quality investment planning services. Ms. Curiel specializes in the areas of retirement planning, risk management and wealth management. She holds a Series 7 and Series 66 license, and is also a California Life Insurance Agent (License #0F09945).
The CRPC® designation includes the many facets of long-term financial, work and lifestyle planning in order to help clients develop a clear “roadmap to retirement.” The program provides enhanced education in areas such as asset management and estate planning.
About Redwood Credit Union
Founded in 1950, Redwood Credit Union is a full-service financial institution providing personal and business banking services to anyone living or working in the North Bay or San Francisco. As a financial cooperative focused on people not profit, RCU offers complete financial services including checking and savings accounts, auto and home loans, credit cards, online and mobile banking, business services, commercial and SBA lending, and provides investment and financial planning services through CFS. The Credit Union also offers a variety of insurance products and discount auto sales through its wholly-owned subsidiary. RCU currently has $2.5 billion in assets and serves over 242,000 Members with full-service branch locations from San Francisco to Ukiah, and more than 30,000 free network ATMs nationwide. For more information, please call 1 (800) 479-7928 or visit www.redwoodcu.org.