Financial Services

Union Bank

Union Bank: Our new partner, Union Bank has developed a package of discounted banking services specifically for CMA members, with up to $2,400 in savings offers for physicians practices. They offer services in all banking areas including business credit, checking accounts, merchant services payroll processing solutions and treasury management solutions. Click here for more information. Contact your local representative, Debra Murphy at (909) 244-1277 or email

Wells Fargo Advisor

Wells Fargo Advisors: Enjoy access to our partner, Wells Fargo Advisors, LLC, for financial advice and guidance from medical school through retirement. Dedicated regional advisors are available to address your financial needs. Click here to learn more about these services and special CMA member benefits. To reach your local team of financial advisors, call (855) 225-4363 (855-CalifMD) or email