Philip Catalan is a Registered Representative and Financial Advisor (Series 7, 63 and 65) in California through CUSO Financial Services, L.P. (CFS) our broker dealer. He is also a licensed California Life Agent (CA Ins. Lic.# 0D89013).
Philip comes to Patelco with over 18 years of experience providing financial planning and investment advice to individuals and businesses. He last worked as a Financial Advisor for another credit union, and prior to that, for Merrill Lynch Private Clients in San Francisco and several major banks in New York City. At Patelco Credit Union, he takes an educational approach to helping members better understand the financial markets and the essentials of wealth management, in order to collaborate on a strategy with them to manage their financial assets and achieve their retirement goals. Philip has an MBA in Corporate Finance from Pace University in New York and a BA in Economics from Claremont McKenna College.
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. |
Equal Housing Lender