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)
"You can have anything you want in this world, if you help enough people get what they want." - Zig Ziglar
People work with me for my passion in educating and helping people understand the strategies and options available to them financially.
What this means is I have a comprehensive process to help isolate the needs and goals of my clients to help them take actionable steps to improve their short and long term financial situation.
A benefit of working with an advisor is the potential to access straight forward design and implementation of strategies to address tax avoidance, protection and wealth building - to leverage their business and professional success to provide for the lifestyle desired.
*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.
Retirement Income Seminar
Tuesday, February 26, 2019
Lawrence Livermore National Lab (Closed to the public)
Estate Planning Seminar
Wednesday, March 20, 2019
UNCLE Credit Union's Routing / Transit number is: 321173072