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Financial Advisor

Nancy Woo

Life Insurance

800.462.8328, Ext. 4116, Option 2

Check the background of this investment professional on FINRA's BrokerCheck.

CBSI is under contract with the Credit Union to make securities available to Members.

With more than 22 years of experience specializing in life insurance and long-term care, Nancy is passionate about helping Members find the policy that’s right for their situation. “There are times when I see an existing policy and it’s not a good fit,” she says. “I like finding suitable alternatives that are in the Member’s best interest.” 

Nancy turns to her roots for inspiration. As a first generation American, her parents struggled with financial concepts. Thankfully, a financial professional educated them about retirement, so they are in a good place today. It’s her goal to provide that guidance to the Members she serves. “I love knowing that I am making a difference in their family’s life, and that I can give them good advice so to help them make well-informed decisions,” she says. 

Nancy is a fully registered and licensed investment and retirement planning professional. She earned her bachelor’s degree in economics with a minor in Chinese from UC Santa Barbara, is registered to sell securities, and holds a California Life/Health Insurance License. 

When she’s not helping Members, Nancy enjoys do-it-herself projects, camping, crafting, and spending as much time as she can in the snow.

To make an appointment with Nancy, call 800.462.8328, ext. 4116, Option 2.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.

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