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UNCLE Credit Union Adds New *CFS Financial Advisor to Wealth Management Division
LIVERMORE, Calif. - June 12, 2018
- UNCLE Credit Union is pleased to announce they have hired a new financial advisor for their wealth management division. Briand Kitchens, an investment representative registered through broker dealer and Registered Investment Adviser
CUSO Financial Services, LP
(CFS), specializes in helping clients manage the financial dynamics associated with preserving, growing and transferring wealth to the next generation.
Briand has expertise in providing investment services and advice to both families and businesses. Prior to joining UNCLE Credit Union, Kitchens served as an Investment Advisor Representative at MassMutual. He holds a bachelor's degree in communications from Missouri State University and has his California Life and Health license, Finra series 7 and series 66 licenses.
"We gladly welcome Briand to UNCLE Credit Union," said Harold Roundtree, president and CEO. "He brings superior talent and experience to our investment department so we can continue to provide top tier wealth management services to our members."
In addition to providing financial planning and investment services, UNCLE Credit Union also offers consumer, home and auto loans, deposit services and online banking services.
About UNCLE Credit Union
Established in 1957, UNCLE Credit Union is an over $433 million, full-service financial institution serving more than 26,500 members. The organization offers the benefits of credit union membership and a full array of financial services to anyone who lives, works, worships, or attends school in Alameda, Contra Costa, San Joaquin and Stanislaus counties. UNCLE has financial centers in Pleasanton, Livermore, Tracy and Stockton, along with an additional 5,000 branches and nearly 30,000 ATMs available through participation in the CO-OP Shared Branching Network. Members can also access a wide spectrum of online and mobile banking services. UNCLE Credit Union is renowned for its community involvement, professional and personalized service and unwavering commitment to helping members achieve their financial goals. To learn more, visit
www.unclecu.org
.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members
FINRA
/
SIPC
) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are
SEC Registered Investment Advisers
, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see
www.cusonet.com
or
www.sorrentopacific.com
.
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