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Investment and retirement planning for your future.

Whether you’re retired, looking to retire early, starting a family, or in college, get a comprehensive evaluation of your current and future financial state.

As a CCCU member, you receive a complimentary consultation with an experienced CCCU Wealth Management advisor.

Your financial dreams: our priority.

Financial dreams don't just happen. You make them happen by saving, investing, and building your wealth to ensure you and your family have a bright future. CCCU Wealth Management is here to help you create a financial plan with the goal to set you up for success.

  • Build your base by evaluating your insurance protection needs.
  • Accumulate assets for the future.
  • Manage wealth.
  • Create retirement income.
  • Plan your legacy.

Let's plan your financial future together.

Schedule your complimentary consultation:

Wealth Management

Building wealth requires careful planning. It’s not enough to save money – you need to invest it and put it to work for you if you want your financial dreams to come true. CCCU Wealth Management can help you do exactly that.

Whether you want to build wealth, save for college or retirement, or simply protect your family when the unexpected happens, we’ll be here to guide you.

Financial planning paperwork to build wealth.

Expert Guidance

Our experienced team will work with you directly to help you create a financial plan that works for you, your family, and your future.

Custom Solutions

No matter what your financial situation is, it is unique to you. We’ll help you choose the investment solutions that work best for you.

Plan for Success

Some long-term financial dreams require special attention. Whether you want to retire early or help your kids and grandkids pay for college, we’ve got the guidance you need.

Financial Confidence

When you put your money to work for you, you’ll have the financial confidence that comes with true financial freedom. Our priority is to help you get there.

Investment & Retirement Options

No matter your age, reviewing your savings strategy for life in retirement needs to happen sooner rather than later. Our team of local advisors are here to assist you in your retirement and investing planning, whether you already have a solid strategy in place or are just starting out.

  • Retirement and investment planning: Guiding you through your options and helping you make informed decisions.
  • Insurance planning: Offering life insurance due to its importance for financial planning.
  • 401(k) rollover strategies: Helping you navigate which 401(k) rollover strategy is right for you.
  • Education funding: Helping you prepare for your loved ones' education.
  • Stocks, bonds, mutual funds: Guiding you into the best portfolio for your retirement goals.
Couple retirement planning together on the couch.

Meet Our Team

No matter the client, we offer the same personalized service with a local feel. We’re here to answer your questions, so please don't hesitate to reach out!

Dave Newbore


(503) 925-5511


Sam Skreen

Financial Consultant

(503) 925-5511


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through CCCU Wealth Management Inc, a registered investment advisor and separate entity from LPL Financial. Consolidated Community Credit Union and CCCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CCCU Wealth Management, and may also be employees of Consolidated Community Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consolidated Community Credit Union or CCCU Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.