JR Pablo, CFP®

Financial Advisor
CUSO Financial Services (CFS)*

JR is a CERTIFIED FINANCIAL PLANNERTM** who has built a solid reputation on caring about his clients by formulating a plan, choosing investments around that plan, and tracking and monitoring those investments over time. When clients come to him for advice and planning, they experience a financial advisor who cares about creating a full–service financial plan that makes sense.

“I recommend tailor–made strategies and plans based on each client’s unique situation. I do this to best help Patelco members reach their financial goals.”

He is always focused on the client’s individual needs, bringing value to any client who seeks his experience, including retirement planning, intergenerational asset management, as well as tax–advantaged investing. Knowledgeable about many investment opportunities, he specializes in the analysis and review of existing client assets and providing valuable second opinions.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, and CFP®; in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.