Raleigh, NC Pacific Dr. Office

Charles Zalman is a CFP® with 13 years of industry experience currently affiliated with Credit Union Investment Services in Raleigh, NC. He has held roles at State Employees’ Credit Union since 2007 and serves as a Financial Advisory Services District Manager, supervising financial services offered to eligible members. His background also includes positions with Secu Life Insurance Company and Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents, focusing on non-discretionary portfolio management and financial planning for individual investors and trust clients. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers and a goals-based, long-term investment approach.

Rollin Warren is a financial advisor at Credit Union Investment Services with 9 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with Members Trust Company since 2018. Warren also owns a lawn care business outside of his financial advisory roles. Credit Union Investment Services primarily serves individual investors who are North Carolina residents, offering non-discretionary, goals-based investment advice with an emphasis on low-cost mutual funds, ETFs, and retirement planning within a credit-union ecosystem.