Financial Advisors

One of the biggest benefits of being a Patelco Member is having access to complimentary, no–obligation financial consultations, available through CUSO Financial Services, L.P. (CFS*), our broker/dealer.

Meet the CFS* Financial Advisor Team

Each branch has a CFS* Financial Advisor and you can make an appointment with one whenever you need to. Want to jumpstart your portfolio or plan for retirement? Looking to make sure your child’s college education is paid for?

Call or email to make an appointment with the CFS* Financial Advisor below who services your local branch.

Complimentary Retirement Analysis

Just in time for tax season, a complimentary retirement analysis is waiting for you. Let a CFS* Financial Advisor give you an estimate of how far your retirement dollars may go using our Retirement Analyzer tool. Based on the analysis, we'll:

  • Present custom strategies based on your goals
  • Prepare a solid plan for your financial future
  • Calculate how much you may need for retirement
  • Design your portfolio to weather economic changes

Patelco recognized for financial services excellence.

Each year, CUSO Financial Services, L.P. (CFS*), recognizes financial advisors for generating a specific amount of revenue while providing high quality financial and retirement planning services at Patelco Credit Union. We're proud to announce that six of our CFS* Financial Advisors have received a Gold, Silver, or Bronze Pacesetter Award for 2012.

Pacesetters represent a small portion of the financial advisors for CFS* from over 350 advisors across the country, and we're proud to count this group of CFS* Financial Advisors among them.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.