Arroyo Grande, California

FPO

Arroyo Grande, CA 93420

Click here for webinars, events and resources.

Everence Financial

Hours
Mon.-Fri. by appointment
Sat.-Sun. closed

Phone: (661) 747-4619

Meet our team

Phil Stangland, Financial Planner

Phil Stangland, CFP®

Financial Advisor

Contact:

P: (661) 747-4619

Location(s):
Arroyo Grande, CA

Rachel Swartzendruber Miller, Everence Financial

Rachel Swartzendruber Miller

Vice President, National Markets

Contact:

P: (319) 449-0953
T: (877) 656-4242
F: (319) 448-5864

Location(s):
Henderson, NE
North Newton, KS
Fisher, IL
Pandora, OH
Clovis, CA
Kalona, IA
Plain City, OH
National office
Hutchinson, KS
Colorado Springs, CO
Soldotna, AK
Carlock, IL
Arroyo Grande, CA

Upcoming webinars and events

"Explore savings with Everence Federal Credit Union, August 4-6" with camping imagery

Youth savings celebration

August 4-6, 2025

Explore savings with Everence Federal Credit Union! Our Youth Savings Celebration makes it fun for children and teens to learn how to save for the future, share with others and spend responsibly.

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Recorded webinars


If you didn't get a chance to attend a live webinar, you can browser our webinar library and get caught up.

News

Additional updates from Everence

Piggy bank being filled with money

Share certificates: a safe way to save and grow your money

By Sharon Hernandez

Learn about certificates and how they can fit your needs

Read article

Published:

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Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
Family playing in the yard in front of a beautiful house.

Home improvements to make your house more energy efficient

By Sharon Hernandez

Investing in these upgrades can save you money in the long run

Read article

Published:

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Everyday Stewardship

Common misconceptions about financial planning

By Amanda Rock

With the right tools, you can start planning for your life goals now

Read article

Published:

Preparing for retirement

Medicare and Health Savings Accounts

By Cassandra Zetts

Keys to navigating tricky HSA situations for Medicare-entitled individuals

Read article

Published:

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.