Meet Our Financial Advisors
We’re ready to work for you
At RBFCU Investments Group, our team of financial advisors is ready to provide you with the experience, knowledge and dedication you expect of us as you manage your financial plans.
Find a financial advisor by location:
San Antonio | Austin | Corpus Christi |
Dallas-Fort Worth | Virtual Advisory Center
Visit the Virtual Advisory Center
To more fully support your financial planning needs, we also have a dedicated, virtual team of financial advisors.
What you can expect
- Shared knowledge on an array of investment and insurance products
- Online goal tracking capabilities to help you plan and meet your goals
- A team equipped to develop solutions for your complex financial concerns
- Personalized service online and over the phone
.png?sfvrsn=395da6a8_2){kind=icon}
Page last updated February 2025.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest.
Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.
Ameriprise Financial is not affiliated with the financial institution.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
