University Federal Credit Union | Financial Advisor Home Page

Anticipate the Unexpected

Preparing now is the first step to enjoying your life in the fast lane.

Speak with one of our CFS* advisors today, to prepare for tomorrow.

Creating Income for What's Next

Are you concerned with how much you have saved for retirement?

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Create a Retirement Lifestyle Strategy

A financial plan can help take control of your financial future.

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What May My 401k or TSP Be Worth?

Calculate what you may need to help achieve your retirement goals.

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Getting Started?

We can help you establish a strong foundation.

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How Much Will I Need To Save For Retirement?

Calculate what you may need to help achieve your retirement goals.

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Financial Advice

Get to know our CFS* Financial Professionals and discover how they can help you to plan what's next.

Meet the Team

Digital Advice

CFS* at UFCU is excited to offer an innovative new way to invest through Schwab Performance Technologies^®. This automated management investment service can help you get started.

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Invest Your Way

No matter where you are at in your financial journey, CFS* and UFCU Investment Services™ will be there for you and your family. If you’re just getting started, dreaming about buying a house, or an experienced investor looking to create a legacy, we are here to help.

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Comprehensive Solutions for All Your Needs

We are committed to offering complete objectivity and unbiased advice.

The First Step

We create strategies that are tailored to your needs and goals.

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Upcoming Events

Click here for our latest luncheons, seminars, and live presentations.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Team

An Do

Investment Coordinator for Melody Brady, Logan Lepe, and Srinath Desilva CUSO Financial Services, L.P.* at UFCU

Arthur Lopez

Investment Coordinator CUSO Financial Services, L.P.* at UFCU

Emily Russell, CFP®

Paraplanner CUSO Financial Services, L.P.* at UFCU

Jeff Ferraris

Investment Services Manager CUSO Financial Services, L.P.* at UFCU

Jennifer Sugden

Wealth Coordinator for Mark Spirk CUSO Financial Services, L.P.* at UFCU

Kaylah Hilliard

Investment Coordinator for Michael Guthrie CUSO Financial Services, L.P.* at UFCU