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Wealth Management

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Meet our financial advisor!

EVAN KULAK

Dow Credit Union has a Financial Advisor to help our members with financial planning and investment management.

Our financial advisor, Evan Kulak, can help you achieve your short- or long-term financial goals.

Financial Planning | Investments | Wealth Management | Retirement / 401(k) Advice

Financial Planning.

Whether for an individual or families — members of all backgrounds and ages are able to receive help prioritizing and pursuing the goals that matter most to them. Speak with Evan about life planning and the steps you can take to make progress to your goals.

Investment Management.

Evan works to understand each client's financial situation, risk tolerance, investment needs, and long term goals to build financial strategies and investment portfolios. Evan works with the Polaris investment committee to design investment portfolios that are appropriate for each financial strategy. Clients receive a dynamic strategy to help grow wealth and achieve financial goals.

Do you have a goal? Now you can own it!

Have more questions? You can schedule a complimentary call with Evan to learn more — no commitment necessary. Evan is available morning, evenings, and weekends in addition to normal business hours. Easily connect with Evan by phone, email, or video chat. As a fiduciary, Evan is obligated to put the client’s best interest first and provide objective advice.

Get Started
Speak with Evan
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Want a sneak peek of some of the advice Evan can give you? Check out our blog "What is Inflation & How Does it Impact You?" to read some of his useful information on inflation and how it can impact your investments.

Read Our Blog!

Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC., member of FINRA/SIPC. Polaris Portfolios and Dow Great Western Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of principal amount invested. Polaris Portfolios, LLC (“Polaris” or the “Advisor”) is an internet-based registered investment advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”) pursuant to the Investment Advisers Act of 1940, as amended (the “Advisers Act”

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Recent Blogs

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  • 3 Keys to Keep Your Money Safe From Fraud

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Security & Identity Theft

Routing Number: 321174550

“To Report a Lost or Stolen Visa Debit Card…..during regular business hours call 925-331-1010 Option 6 after hours call 800-472-3272.“

Holiday Closures
Security & Identity Theft

Routing Number: 321174550

“To Report a Lost or Stolen Visa Debit Card…..during regular business hours call 925-331-1010 Option 6 after hours call 800-472-3272.“

Contact Us

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Antioch Branch - Get Directions >>
3457 Deer Valley Rd.
Antioch, CA 94531
Phone: 925-331-1010
Fax: 925-331-1066

Federally Insured by NCUA. Rates are current as of this month and this year unless otherwise noted and are subject to change.
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