Bob is a licensed California Life Agent (CA INS License # 0D80631) able to provide life insurance services and Long Term Care. Bob is also a Registered Representative (Series 7, 63, and 65) in California through CUSO Financial Services, L.P. (CFS), Patelco's broker dealer. Bob comes to Patelco with over 27 years of business and management experience, devoting the last five years as an investment representative helping provide investment and retirement solutions based on the clients personal goals and needs.
In spending time talking with Bob you will find that his goal is to help every Patelco Credit Union member he comes in contact with an investment strategy that is personalized to help address their individual needs. He specializes in working with individuals and business executives on developing their financial goals, options to meet those goals, and tax advantaged strategies for wealth preservation, growth and distribution
Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not Credit Union guaranteed and may lose value. Financial Advisors are employees of Patelco Credit Union and are registered through CFS. Patelco Credit Union is in partnership with CFS. Member FINRA/SIPC. |
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