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UNCLE Investment Services

UNCLE Wealth Management

Thank you for your patience as we prepare for a brokerage conversion. Additional information will be available soon.

Bob Headshot

Bob O'Connor, AIF
Financial Advisor
Assistant Vice President
UNCLE Credit Union
boconnor@unclecu.org
Direct: 925-724-2147
Cell: 925-918-2633

After building two decades of industry experience, Bob believes each client as their own unique goals and circumstances which requires considerable thought and planning. He also knows that plans can always change as life often takes unexpected turns. He is committed to maintaining continuous communication with individuals and families to create actionable plans that cater to life events while keeping their end goal a top priority.

In his spare time, Bob enjoys traveling and fishing along the entire West Coast. He also enjoys trailer camping, Giants baseball, and a great BBQ. His most valued moments are spent with his 3 children.

Bob has a series 7,63, and 65. He is also life and annuity licensed in AR, CA, FL, HI, NV, TX, and WA. Additionally, Bob is security licensed in AZ, AR, CA, DE, FL, HI, MN, NV, and TX.

UNCLE Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC: CA Insurance Lic # 0A96522), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Cody Fawbush Wealth Management

Cody Fawbush
Licensed Sales Assistant
cfawbush@unclecu.org
Direct: 925-724-2148
Cell: 925-249-8472

UNCLE Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC, member FINRA/SIPC. Cetera is not affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Contact Us

If you can't find what you're looking for on our site, give us a call at 800-34UNCLE or visit our Contact page for all the details.

Routing Number

UNCLE Credit Union's Routing / Transit number is: 321173072

Equal Housing Lender. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.
Rates shown are current as of February 3rd, 2023

Uncle Credit Union BBB Business Review