Wealth Management
Available through CUSO Financial Services, L.P. (CFS*)
Welcome to UNCLE's Wealth Management Center (WMC). WMC is an integrated financial planning tool that allows members easy access to financial articles and calculators as well as the ability to book appointments with our CFS* Financial Representative. Whether you're planning for your retirement, saving for college tuition, supplementing your current income, or saving to buy a home, UNCLE's Wealth Management Center available through CFS* has solutions to help you meet your investment goals.
Meet our CFS* Wealth Management Team
| Bob O'Connor, AIF |
|---|
| Financial Advisor CUSO Financial Services, L.P. (Member FINRA/SIPC) |
| Assistant Vice President UNCLE Credit Union |
| boconnor.cfsinvest@unclecu.org |
| Direct: 925-724-2147 |
| Cell: 925-918-2633 |
After building two decades of industry experience, Bob believes each client as their own unique goals and circumstances which requires considerable thought and planning. He also knows that plans can always change as life often takes unexpected turns. He is committed to maintaining continuous communication with individuals and families to create actionable plans that cater to life events while keeping their end goal a top priority. Starting a financial relationship with Bob not only means you have a planning partner in him, but with his relationship with CUSO Financial Services as well.
In his spare time, Bob enjoys traveling and fishing along the entire West Coast. He also enjoys trailer camping, Giants baseball, and a great BBQ. His most valued moments are spent with his 3 children.
Bob has a series 7,63, and 65 held with CUSO and is also life and annuity licensed in AR, CA, Fl, HI, NV, TX, and WA. Additionally, Bob is security licensed in AZ, AR, CA, DE, FL, HI, MN, NV, and TX.
| Cody Fawbush |
|---|
| Wealth Management Assistant |
| cfawbush.cfsinvest@unclecu.org |
| Direct: 925-724-2148 |
| Cell: 925-249-8472 |
Welcome eVision Members!
Online Investment Center for Self-Directed Trading. Together with CFS*, we provide the investment choices you want and the tools and services you need to achieve your financial goals.
Wealth Management Recorded Webinars
Hear directly from our CFS* Financial Advisor and other colleagues on wealth management topics such as social security, healthcare, retirement and current market implications.
*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
Contact Us
If you can't find what you're looking for on our site, give us a call at 800-34UNCLE or visit our Contact page for all the details.
Routing Number
UNCLE Credit Union's Routing / Transit number is: 321173072
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Rates shown are current as of December 1st, 2022
