Mark your calendar - we will be hosting a free educational session at our Monterey Branch location on September 24, 2018. Check back for topics and details.

F&A Investment Services, available through CUSO Financial Services, L.P.* will help you map your goals and customize a financial plan from a wide selection of investment and insurance opportunities. Whether you are an experienced investor or just starting out, we have the resources and tools to help you with:

  • Retirement planning
  • Education expenses
  • Investment services
  • Asset protection through insurance services

F&A is affiliated with CUSO Financial Services (CFS), an independent broker-dealer and respected leader in credit union investment and insurance support, to bring you easy access to online trading, automated funds transfers and insurance quotes.

Lunch & Learn Events -

The above topics (and others) can be explored during our Lunch and Learn events, where we come to your workplace and offer complimentary, one-hour educational sessions for your employees on site. All we need is a venue (such as an employee lunch room or meeting room) and attendees bring their own lunches. (Note - sessions can also be hosted at the credit union.)

Request a lunch & learn session.

Meet Howard Wess, CFS Financial Services Advisor

Howard 2in

Contact Howard today for a no cost, no obligation meeting to explore your financial dreams, 800-222-1226 ext. 5949 or complete the referral form below.

Our CFS Financial Advisor is registered in the following states:

Securities: CA, AZ, TX, UT, NV, WA, CO, ID, MT, NM, OR
Insurance: CA #0B72452

check the background of this broker here


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*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. F&A Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Guarantees are based upon the full faith, credit, and claims paying ability of the issuing insurance company.




For Them it’s Business. For Us it’s Personal. Call us today at 800-222-1226.