At UC, you can review your investment decisions one-on-one with a UC-dedicated workplace financial consultant. You can meet with a UC-dedicated workplace financial consultant by phone or in person, when and where it’s convenient for you. This is a service of the UC Retirement Savings Program, so it’s available to you at no additional cost.
How to schedule your one-on-one consultation
You can schedule your on-campus one-on-one consultation online. It's fast and easy. Just indicate your area of interest and provide your contact information. UPDATE: All in-person appointments are currently being conducted by phone or video only.
Prefer to talk now?
If you would like to meet with a UC-dedicated workplace financial consultant by phone now, no appointment is needed. Call 1-800-558-9182.