SESLOC Wealth Management
Available through CUSO Financial Services, LP
You can check the background of this investment professional on FINRA's BrokerCheck
Our CFS* Financial Advisors are here to help.
Whether you are considering retiring, managing life changes, or just starting to build your nest egg, professional advice can help make financial planning easier. Our Wealth Management services are provided to you through our relationship with CUSO Financial Services, L.P. (CFS), and we are confident you will find their services beneficial.
SESLOC's CFS Wealth Management services can provide:
- Comprehensive Financial Planning
- Tax Deferred Investments
- Retirement Income Strategies
- Retirement Plan Rollovers - 401k, 403b and 457 Plans
- Insurance - Life, Long-term Care and Disability Income
- Business Retirement Plans - SEPs and Simple IRAs
To schedule an appointment, call SESLOC at (805) 543-1816, or call a representative directly at your nearest branch:
Atascadero and Paso Robles
Brian Lee: (805) 540-7788
CA Insurance License: #0C68512
San Luis Obispo, Arroyo Grande
CFS is an Independent Broker-Dealer and SEC Registered Investment Advisor formed for the express purpose of serving Credit Union members’ investment and financial planning needs.
*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.