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* Financial Advisor
CUSO Financial Services, L.P. (Member FINRA/SIPC)
David believes there is no “rule of thumb” when it comes to planning for life goals. Any such plan requires considerable thought and planning. As a CERTIFIED FINANCIAL PLANNER ™ professional, he is committed to working with individuals and families to define and refine financial goals and preparing actionable plans to meet those goals.
David is a graduate of the University of California, Los Angeles and has over 18 years of finance experience including the most recent 6 as a Financial Advisor. David obtained his CFP® designation in 2015. David holds his Series 7 and 66 through CFS. David also holds his Life and Variable Insurance and Annuity licenses.
You may contact David at 858-805-7949 or email@example.com.
*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.
UNCLE Credit Union's Routing / Transit number is: 321173072