Meet your Financial Advisor
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 (424) 320-4640 or stop by the main branch at 1500 S. Sepulveda Blvd., Los Angeles 90025 to schedule an appointment.
Here are more services provided by David, your CFS* Financial Advisor:
- Creating a Financial Plan
- Consolidating Retirement Accounts
- Estate Planning Information
- Investments and Insurance Services
- Retirement Planning over 50
- Saving for College
David Elster is securities licensed in California and holds a California Insurance license #0H84747.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker dealer (Member FINRA/SPIC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUISF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. 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.