Financial Advisors

Credit Union West financial advisors

Meet our financial advisors

  • Explore your personal financial goals
  • Assess your risk tolerance
  • Help you work towards increasing your assets while helping to protect your principal
  • Meet at any convenient location
  • Set up your initial consultation today

Nicholas Fieldson, LPL Financial Advisor

Nick has been helping plan the quality of life for credit union members for over 18 years in a variety of ways. He is passionate about finding the suitable financial strategy for each individual member's need. Nick is proficient in applying practical and individualized strategies to help members work toward improving their financial well-being. His in-depth knowledge of the financial services industry provides the strong foundation for independent, unbiased financial planning strategies.

Cactus Branch
6777 W. Cactus Rd.
Peoria, AZ 85381
Office: 602.906.2212
Cell: 602.826.7287
Email: nicholas.fieldson@lpl.com

Robert S. Wade, CFP®, CERTIFIED FINANCIAL PLANNERTM

Robert has been helping people with their retirement, investing and insurance needs since 2003. Robert's years of experience through the different market cycles has given him a strong insight into the ever changing markets and how an investor can position themselves based on current market conditions, risk tolerance and stage of life. He always has time to sit down with clients to answer questions about any facet of investing, retirement or asset protection (insurance).

Surprise Branch
16765 N. Litchfield Rd.
Surprise, AZ 85379
Office: 602.631.3208
Cell: 602.390.5863
Email: rob.wade@lpl.com
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Credit Union West is not a registered broker/dealer nor affiliated with LPL Financial.
NOT NCUA INSURED
NO CREDIT UNION GUARANTEE
MAY LOSE VALUE
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, ID, MA, MN, MO, MS, NE, NM, NV, OR, PA, SD, TX, UT, VA, WA, WY