Wealth Management

SESLOC Announces New CFS* Financial Advisor

March 24, 2023
by Team SESLOC

We’re pleased to announce the appointment of Chris Datu, a registered financial advisor with SESLOC’s broker/dealer CUSO Financial Services, L.P.* (CFS), to SESLOC’s Wealth Management program.

“We’re excited to offer Chris’ knowledge to our members, he will be a valuable resource to support their financial goals at every life stage. As a long-term Central Coast resident, Chris understands the unique financial needs and challenges of our community,” says Kelli Briggs, SESLOC EVP/Chief Operations Officer.

Chris will serve SESLOC’s membership at all six branches in San Luis Obispo, Paso Robles, Atascadero, Arroyo Grande, Santa Maria and at the Cal Poly campus. He will offer members access to wealth management services including comprehensive financial planning, tax-deferred investments, retirement income strategies, retirement plan rollovers, insurance, and retirement plans for businesses.

Chris brings five years of experience and a passion for helping people achieve their financial goals. Prior to pursuing a career in finance, Chris served in the United States Navy.


*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.

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