BALTIMORE , MD (July 14, 2026) |
Johns Hopkins Credit Union (JHCU) is expanding access to financial planning, investment support, and wealth management services for its members through Cetera Investment Services.
Designed to help individuals, families, and small business owners navigate important financial decisions with clarity and confidence, the offering provides tailored solutions aligned to each member’s unique goals and life stage.
Members will have access to comprehensive solutions supporting retirement planning, investing, and long-term financial well-being — helping them build a strong financial future at every stage of life through personalized guidance that simplifies complex decisions.
As part of this newly available support, members can connect with financial advisor David Gonzalez, CFP®, who is available both in-branch and virtually to provide one-on-one guidance on retirement planning, investment strategies, risk management, estate planning, and other aspects of their financial lives.
“Our mission is to help our members feel confident in the financial decisions they make at every stage of life, grounded in our belief that financial wellness should be accessible to everyone," said Keith O'Neil, President and CEO of Johns Hopkins Credit Union. "As a credit union, that mission has always extended beyond traditional banking. Our partnership with Cetera Investment Services builds on that work, giving our members access to professional investment guidance so they can build long-term financial security alongside the relationships they already have with us.”
The addition of these services deepens JHCU’s long-standing banking and lending offerings, helping members bring more of their financial needs together in one place.
“Today’s members are looking for more than transactional banking relationships—they want trusted guidance to help navigate important financial decisions,” said LeAnn Rummel, President and CEO of Cetera Investment Services. “By working alongside Johns Hopkins Credit Union, we are bringing planning and investment support directly into the communities they serve, helping members plan for the future.”
Members interested in learning more can visit https://www.jhfcu-cis.org/ or connect with a representative at their local JHCU branch.