Sara Crouch came to Redwood Credit Union in 2018 with 14 years of experience in wealth management and financial planning. She takes a balanced approach to help people reach their immediate and long-term goals.

“I greatly enjoy assisting people in the North Bay with their financial needs. My approach to serving our Members is not trying to address every concern right away, but chipping away at the most important, building on those small successes, and using that as a benchmark for the next phase of protecting their financial stability. While I can usually provide a product or service that can assist in the short term, my greatest contribution is to also make sure long- term goals are being examined to strive for the best possible outcome not only for now, but for later.”

Sara serves Members in Cloverdale and Santa Rosa.

FINRA Licenses: Series 6, 63 & 65
State Securities Licenses: CA

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.