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Financial Planning & Wealth Management

Cabrillo Credit Union

Financial Planning & Wealth Management
Available through CUSO Financial Services, L.P.

                  Meet Your Advisor                  James Vasquez

Email: james.vasquez@cusonet.com        Phone: 858-267-7642

Born and raised in San Diego, I am committed to contributing to my community in any way I can.

I am dedicated to helping members understand investment strategies. Whether you are planning for retirement, saving for college, or helping your loved ones have a secure financial future, it is important to have someone in your corner to help you achieve your goals.

Educating and preparing members for a secure financial future is what brings me great satisfaction!

Outside of work, I have two wonderful children who keep me busy. We love to garden, cook delicious meals, and travel as a family.

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
like you.

Services include:

  • 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.

 

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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. †For specific tax advice, please consult a qualified tax professional.

Registered 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 be made only 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 of the United States.

The CA & WA require Life and Health insurance license number, e.g. CA Insurance #0I19283