Jane Krueger is a Registered Representative and Investment Advisor (Series 7,
63, 65) in California and Washington through CUSO Financial Services, L.P. (CFS), Patelco's broker dealer. She is
also a CERTIFIED FINANCIAL PLANNER™ professional and a licensed California Life Agent (CA Ins. Lic. #0C14959).
Jane began her career in the financial industry in 1982. Her clients have
ranged from individuals with stock, bond and commodity portfolios, to
executives with deferred compensation packages, to small businesses with group
benefits and profit sharing plans. Since 1998, Jane has worked with members of
credit unions to help extend the financial services and products they receive.
With the growth of the Internet and self-directed retirement plans, Jane has
responded to the public's need to become more knowledgeable and financially
independent. Making education a priority, she has presented numerous financial
topics through seminars and workshops. Her clients receive guidance
commensurate with their desire to understand and take control of their
financial future.
Jane earned a Bachelor of Science degree in Business at San Diego State
University.
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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