Financial Planning and Investment Services
Let our representatives help you plan for your future.
Through it’s broker-dealer, CUSO Financial Services, L.P. (CFS), California Credit Union provides a full line of investment products and services designed to meet your financial needs, now and in your future.
Our CFS*Investment Representatives, have extensive knowledge and experience working with teachers and faculty. Whether you're just starting out or well into a financial plan, they can help you work towards your life goals.
In the comfortable setting of your local CCU branch, we can help you sort through the complexities to see which options may best meet your needs. If you have a current plan, we’re happy to provide a free analysis and “second opinion.”
Please give CCU Investment Services a call at 800-334-8788 or complete the form below to make your complimentary appointment today.
Financial Planning
Investment Planning
Estate Planning
Free Educational Seminars
Custodial Accounts
Investment Services
Mutual Funds
Tax-deferred Annuities
Stocks
Corporate and Municipal Bonds
Money Market Funds
US Government Securities
Retirement Planning
Traditional Individual Retirement Accounts (IRAs)
Roth IRAs
Employer Sponsored Retirement Plans - 401(k), 403(b), SEP
Education Planning
Education IRAs
529 Plans
Insurance
Long-term Care Insurance
Disability Income Insurance
* Investments offered through CUSO Financial Services, L.P. are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Investment representatives are registered through CFS (member FINRA/SIPC).
Aimee Florea
Aimee Florea has enjoyed 15 years business experience. A native of the San Fernando Valley, Aimee was born and raised in Northridge, CA. She graduated early and earned an Associate's Degree from Pierce College at the age of 18. She spent two years in Bologna, Italy, working as an English teacher which is where she learned to speak Italian, in addition to her fluency in the Spanish language. After working in the real estate industry as a loan officer, Aimee had been with WaMu Investments, Inc., offering a wide range of investment products.
She holds series 6, and 63 securities licenses as well as insurance life and health licenses.
Aimee is registered to do business in the state of California.
Call Aimee Florea for a free consultation at (800) 334-8788, extension 6766.
Tom Hadden
Tom Hadden has enjoyed 25 years business experience. Originally from the East coast, Tom attended Seton Hall University with a major in accounting. He spent the early years of his career in accounting as a business controller. He has worked as a Financial advisor since 1998 when he started with Morgan Stanley Dean Witter. Most recently Tom was with WM Financial (Washington Mutual) in the Santa Monica and Rolling Hills branches.
He holds series 7, 63 and 65 securities licenses as well as insurance life and health licenses. Tom is registered to do in business in the state of California.
Call Tom Hadden for a free consultation at (800) 334-8788, extension 6793.
Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Investment representatives are registered through CFS. California Credit Union is affiliated with CFS (member FINRA/SIPC).
