Financial Coaching
Partner with experienced coaches to create a personalized roadmap for your financial future.
Request Coaching
Free Financial Coaching for F&A Members
Take control of your financial journey with F&A’s free financial coaching, offered exclusively to our members. Our coaches, who are certified by America’s Credit Unions, focus on building fundamental financial skills and healthy money habits, which can prepare you for more advanced financial planning with an Investment Advisor in the future.
Our coaches specialize in money management strategies like:
- Analyzing your spending patterns and habits
- Managing and reducing debt
- Building emergency savings
- Developing a personalized budget
- Understanding the emotional aspects of financial decisions and why you make them
- Helping you set achievable financial goals and creating the action plan to get there
Ready to start your journey to financial confidence? Complete the request form below, and we’ll contact you to schedule your first appointment.
Vicky Betancourt
Member Development Manager and Certified Financial Coach
Vicky has nine years of experience at F&A, having worked in Member Services, Operations Support, and Electronic Services. She holds a bachelor’s degree in communication studies from the University of Long Beach. Vicky is passionate about supporting members with their financial needs and helping them create positive financial outcomes. Outside of work, she enjoys spending time with family, staying active through recreational sports, and exploring new foods and activities.
Daniel Torres
Member Development Manager and Certified Financial Coach
Daniel has over seven years’ experience at F&A, starting out as a Teller and working his way through member services to his current role in Member Experience. Prior to joining the credit union, Daniel had always centered his work on helping people, and that continues to drive him today. It is important to Daniel to build strong relationships and earn the trust of our members by being approachable, reliable, and genuinely committed to their financial well-being. Daniel is a graduate of Cal State Los Angeles. Outside of work, he enjoys spending time with family, whether that means catching a Dodgers game, going to the movies, or hitting the road for a quick getaway.
Anadallas Bizzell
Member Development Manager and Certified Financial Coach
Anadallas has been helping members improve their financial outcomes for the past two years at F&A. She enjoys working one-on-one with members to build a budget, improve their credit score, and create a solid financial foundation. With a bachelor’s degree in health sciences from Arizona State University, Anadallas brings a thoughtful, member-focused approach to everything she does. Outside of work, you can usually find her hiking and spending time outdoors with her family.
Financial Coaching Request
FAQs
How do I meet with a Certified Financial Coach?
Please fill out our request form, and F&A will contact you about setting up your first appointment at a time convenient for you. Our coaches are available to meet with you at our office, by phone, or via video meeting using Microsoft Teams.
What is the cost to meet with a Certified Financial Coach?
Financial coaching is available free of charge for all F&A Credit Union members.Â
Not a member? Check your eligibility and apply to join today.
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Financial Education
Access financial courses on topics like investing, retirement, and budgeting through videos, articles, calculators, courses, and worksheets. These tools can help you feel confident about your financial future.
Holiday Savings
Save money throughout the year for gifts, vacations, taxes, or other expenses.
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Minimum to earn
$25.00
Minimum to open
$25.00
Monthly fee
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