Meet with a Financial Advisor
Saving for your dream home, financing your child’s college education, or planning for retirement? Our investment program, available through CUSO Financial Services L.P. (CFS),1 provides solutions for every stage of your financial life. We provide 401(k) and 457 rollovers, education funding, estate planning strategies, long-term care insurance, retirement accounts, stocks and bonds and more.
Steven Liang, CRPC® - Financial Advisor
CUSO Financial Services L.P.
CA Insurance License #0F54979
Phone: (877) 695-2328, ext. 6375
Fax: (818) 638-6475
Hours: 9am to 5pm, M-F
[email protected]
Steven is based at our Glendale location and covers all of our branches by appointment.
Steven is securities licensed in AZ, AR, CA, CO, DC, HI, MN, NV, NY, NC, OK, OR, TX and WA.
John Herrera - Financial Associate
CUSO Financial Services L.P.
CA Insurance License #0G82562
Phone: (877) 695-2328, ext. 6395
Fax: (818) 638-6479
Hours: 9am to 5pm, M-F
[email protected]
John is based at our Glendale location and covers all of our branches by appointment. John is securities licensed in CA.
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1Non-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. Los Angeles Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.