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.


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 four of our CFS* Financial Advisors have received a Gold, Silver, or Bronze Pacesetter Award for 2015.

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.

Meet our Financial Associates

Each CFS* Financial Advisor works with a Financial Associate and can make an appointment with one whenever you need to. Have questions, need servicing or want to sign up for one of our educational seminars/webinars?

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

* 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.

Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS"). 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 licensed through CFS. The Credit Union has contracted with CFS to make insurance products and services available to credit union members. CFS and its Registered Representatives do not provide tax advice. For such advice, please consult with a qualified tax professional.

CFP and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.