Investment Accounts & Services
Pursue your goals with help from the investment services at 1st United Credit Union, available through Osaic Institutions, Inc.*
Financial planning for all of life’s stages.
We believe everyone should have access to the personalized financial guidance needed for a bright future. That’s why 1st United provides access to investment and retirement planning through Osaic Institutions, Inc.*
Whether you are considering retirement, pivoting for a new life event, or would like a second opinion on your current investment strategy, our Osaic Institutions financial advisor is available to help. Services include:
Retirement Planning
Estate Planning
Income Planning
Life Insurance
Tax-Deferred Investments
College Funding
Long-Term Care Planning
Meet Your Advisor
Rahil Machiwalla has been a financial advisor since 2009 and has had the pleasure of working at a variety of firms including Citicorp Investment Services, Citi Smith Barney, Morgan Stanley Smith Barney, Chase Investment Services, CUSO Financial Services L.P., and Osaic Institutions, Inc. He transitioned to 1st United Credit Union in 2011 because he believed the credit union philosophy of "people helping people" matched his consultative, down-to-earth style.
Rahil identifies his clients’ goals and makes it a priority to support them personally, professionally, and financially. He has the ability to connect with his clients and understand their objectives, time horizons, and comfort level with risk. Please let Rahil know how he can best assist you.
Rahil Machiwalla, Financial Advisor
Osaic Institutions, Inc.
CA Insurance Number: 0G20361
(925) 598-4718 | rmachiwalla@1stunitedcu.org
(925) 598-4718 | rmachiwalla@1stunitedcu.org
Check the background of this investment professional.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency. CA Agency License #OH30186. Osaic Institutions and 1st United Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
Registered representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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