Our first order of business is to listen carefully to your story.


As a member of University Credit Union you have access to David Elster, a CFS* Financial Advisor, available through CUSO Financial Services, L.P. (CFS*). In today’s market, it’s essential to work with a Financial Advisor who can provide you with insight and guidance based on an understanding of your unique situation.

 

David has over six years of experience in financial services as well as 12 years of experience in mortgage banking. He specializes in working with individuals and their families to help them define and refine their goals and create a plan to reach those goals. David has concentrated on developing, implementing and monitoring personalized financial plans for his clients. He specializes in retirement strategies and IRA rollovers for 401(K)s, 403(b)s, 457s, ProfitSharing, and TSPs.

Whether it’s developing sound solutions for your retirement, income, or protecting assets through insurance, he is here to:
 

  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Be dependable and responsive
     

If you would like to learn more about David Elster, feel free to contact him at 858-805-7949 or email him at delster@cusonet.com to schedule an appointment. 

 

Here are more services provided by David, your CFS* Financial Advisor:

 

David Elster is securities licensed in California and holds a California Insurance license #0H84747.

 

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