Get started on a rewarding financial journey.

 

Our vision at University Credit Union is to provide our members with superior financial solutions, comprehensive products and an unparalleled service experience.

The partnership you have with University Credit Union extends to University Credit Union’s Investment and Insurance Center, through our broker dealer CUSO Financial Services, LP.

 

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just getting a second opinion, we’re here to help.

 

Our CFS* Financial Advisor, David Elster, can provide you individualized service, and is here to work directly with members like you.

Services include:

 

  • Reviewing your current financial plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

To learn more about creating a financial P.L.A.N., contact David Elster today to schedule a free, no-obligation appointment.  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.

 

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

 

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Member Testimonial

"Creating this Trust has been one of my accomplishments for this year, and I feel really good about having these protections set up."

- Cathy B.