Our vision at Cabrillo Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with Cabrillo Credit Union extends to Cabrillo Credit Union Investment and Insurance Service Center, through our broker dealer CUSO Financial Services, LP (CFS).
Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want a second opinion, we are here to help.
Our CFS Financial Advisor James Vasquez can provide you individualized service, and is experienced in working directly with members
- Reviewing Your Current Financial Plan
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Tax Efficient Investments†
- Retirement Income Strategies
- Education Funding
- Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, James Vasquez is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
To get started designing your plan, contact James today to schedule a free, no-obligation appointment.
Check the background of this investment professional on FINRA's BrokerCheck.