Our vision at American First Credit Union
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, Greg Norman, is experienced in working directly with members like you. He will listen to your financial needs, provide impartial advice to help you make informed decisions, and be dependable and responsive.
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
Meet Your Advisor
Greg Norman
CUSO Financial Services, L.P.
Phone: 562.237.5063
Fax: 562.237.5163
Email: greg.norman@cusonet.com
CA Insurance License 0C13969
Access Investment Center
Schedule Your Appointment*
View Your Investment Statements
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.
Financial Advisors 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
*You are being referred to CUSO Financial Services, LP (“CFS”) the brokerage firm and Registered Investment Adviser that provides non-deposit investment products and services through CFS Financial Professionals at your Credit Union. CFS and your Credit Union have entered into an agreement whereby the Credit Union may refer potential investment clients to CFS. Below is some important information for you to understand about this endorsement.
- The Credit Union is not a current investment client of CFS and is not affiliated with CFS.
- The Credit Union will receive compensation from CFS if you establish an investment advisory account with CFS or engage CFS for financial planning services.
- The Credit Union will receive up to 42% net of fees, expenses and overhead of the investment advisory fee or financial planning fee that you pay to CFS. The Credit Union will receive this fee for as long as you maintain an investment advisory relationship with CFS.
- You do not pay a higher investment advisory fee or financial planning fee because of the fee paid to the Credit Union.
- The Credit Union has a conflict of interest because it has a financial incentive to recommend that you establish an investment advisory relationship with CFS.
The Credit Union is not authorized to provide investment advice on behalf of CFS.
For important information related to our fees and services please visit adviserinfo.sec.gov/firm/summary/42132.
