ORONO — Patricia “Trish” Freiwald, CFP®, has joined the UCU Wealth Management program located at University Credit Union in Orono as a financial adviser, serving the credit union’s membership through UCU Wealth Management, a full-service financial services program providing retirement, insurance and investment services for members at every stage of their lives.
Freiwald, a highly-qualified Certified Financial Planner professional with more than 15 years in the financial industry, is available to meet with members to evaluate their financial situations, offer recommendations and coordinate their investment and insurance choices. To schedule a no-cost, no-obligation consultation, call 889-8233 or visit ucu.maine.edu/ucuwm for information.
“Our goal is to be a lifelong, trusted partner for our members,” explained Matthew Walsh, President and CEO of University Credit Union. “Trish shares these goals, along with the credit union values of trust, safety and service every member of the University Credit Union team strives to achieve. I have the utmost confidence in Trish’s ability to provide our members with the best information and support to meet their financial planning needs.”
Originally trained as a human services clinician, Freiwald earned an associate degree in human services from the University of Maine and a bachelor’s degree in psychology from Kutztown University in Pennsylvania. She later returned to Maine and applied her training and passion for helping others to a second career in financial planning.
While working for a large Maine bank, Freiwald passed the FINRA registration exams and earned licensures for life and health insurance. She later earned the highest designation possible for a financial planner, the Certified Financial Planner (CFP®). This mark distinguishes Freiwald as a highly-qualified professional, an adviser who adheres to high standards and making recommendations and planning for the betterment of her clients.
“My training as a clinician and duty as an adviser means I understand clients’ individual situations and give them the most appropriate guidance for reaching their financial goals,” said Trish Freiwald. “UCU Wealth Management is a program designed for members at every stage of life, not just retirement. A strong financial plan focuses on lifelong risk management; developing a successful plan starts with an adviser who understands you as a person first, and who can design a plan around you and the resources you have available.”
Prior to joining UCU Wealth Management, Freiwald worked for a Fortune 100 financial services company specializing in services for academic, research and related organizations, where she supported several Maine-based higher education entities.
About UCU Wealth Management
Designed for credit union members and located at the credit union’s headquarters at 15 Main Street in Orono, UCU Wealth Management is a full-service financial services program providing retirement, insurance and investment services to individuals.
Products and services provided by the financial advisory program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with UCU and complements the wide range of products and services the credit union makes available to its members. For more information, call 800-696-8628 or visit ucu.maine.edu.
Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa, 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. CBSI and the financial institution are separate entities and when purchasing securities, the customer is doing business with CBSI and not the financial institution.