Desert Financial Credit Union, founded in 1938 by 15 educators with a modest $78.75, has grown into Arizona’s largest locally‑based credit union, serving over 450,000 members. The organization offers a full suite of financial products—including banking, investing, insurance, and community services—while prioritizing the economic vitality of the communities it serves. Its mission centers on strengthening local economies and workforces through tailored financial solutions and member‑first principles. As a federally insured institution that champions equal housing opportunity, Desert Financial blends deep local roots with a commitment to inclusive, member‑centric service.
The Paraplanner provides educational and consultative financial planning strategies to financial advisors, collaborates with advisors to gather client information, and conducts research for the creation, analysis, and recommendation of financial plans.
Desert Financial Credit Union, founded in 1938 by 15 educators with a modest $78.75, has grown into Arizona’s largest locally‑based credit union, serving over 450,000 members. The organization offers a full suite of financial products—including banking, investing, insurance, and community services—while prioritizing the economic vitality of the communities it serves. Its mission centers on strengthening local economies and workforces through tailored financial solutions and member‑first principles. As a federally insured institution that champions equal housing opportunity, Desert Financial blends deep local roots with a commitment to inclusive, member‑centric service.