Investment Advisory Services
Are you searching for strategies to save for retirement or help with wealth management? LAFCU has partnered with investment management specialists to serve your needs.
Meet With a Financial Advisor
Let LAFCU help you plan for life’s important milestones, like saving for your dream home, financing your child’s education, or building retirement savings. Our investment services program, available through CUSO Financial Services L.P. (CFS),1 provides solutions for every stage of your financial life. We provide investment services such as 401(k) and 457 rollovers, education funding, estate planning strategies, long-term care insurance, retirement accounts, stocks and bonds and more.
We offer investment management and retirement planning services near you.
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: STEVEN.LIANG@CUSONET.COM
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, IN, KS, LA, MN, NV, NY, NC, OK, OR, TX & 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: JOHN.HERRERA@CUSONET.COM
John is based at our Glendale location and covers all of our branches by appointment. John is securities licensed in CA.
My Portfolio
Log in below or call us at (877) 695-2328 (MYLAFCU) to get set up to view your investment services portfolio online.
Check the background of this investment professional on FINRA'S BROKERCHECK
Review LAFCU Investment Services' REFERRAL DISCLOSURE
Investing Calculators
LAFCU’s Investing Calculators can help you choose a wealth management plan and learn how to save for retirement so you can reach your financial goals.
1 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. 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.