16150 Sherman Way,
Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a free, no-obligation meeting.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Financial Advisor | CUSO Financial Services, L.P. at Los Angeles Police Federal Credit Union
Patrick has more than 20 years of financial services and wealth management experience. He specializes in helping clients work toward success and protecting their financial futures through tailored investment and insurance strategies....
Chris brings 20 years of coaching and leadership experience to CUSO Financial Services, L.P. at Los Angeles Police Federal Credit Union. Chris graduated from Pepperdine University with a BA in Political Science in 1998 and Loyola...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.