Financial Planning
Financial planning goes beyond just preparing for retirement. At CPM Federal Credit Union, we're committed to helping our members with a full range of investment services and financial planning solutions, especially when your needs go beyond our federally insured deposit products. Whether you're looking to grow your wealth, save for major life goals, or plan for a secure retirement. By offering expanded services, like investment and financial planning, CPM enhances our vision and commitment to help our members improve their financial well-being and quality of life.
Meet agents Micah Valentine and Robbie Davis of Pinnacle Wealth. Both Registered Representatives with LPL Financial and offer a combined industry experience of over 30 years. Both are South Carolina natives who are proud to call the Upstate home. They live, work and raise their families in the Upstate and value strong and thriving communities. They are passionate about individual retirement planning that is tailored to each client
Micah Valentine
Senior Wealth Planner
Robert Davis, RFC
Senior Wealth Planner
Learn more about them, their team, and their services or book an appointment at their location or at one of ours. Find a CPM location that’s convenient for you here.
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under the protection of our website policies. CPM Federal Credit Union are separate entities from LPL Financial. Insurance Products offered through LPL Financial or its licensed affiliates, LPL Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.| Not NCUA Insured | Not FDIC Insured |May Lose Value| Not guaranteed by the credit union nor does the credit union guarantee any uninsured investment product | May involve investment risk
LPL financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL
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Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.