Financial Advisor, CUSO Financial Services, L.P.* (Member FINRA / SIPC) at Numerica Credit Union
Cal is a CFS financial advisor serving our Wenatchee Valley community. He has over 12 years of experience helping people, businesses, and local school districts with retirement and financial planning. Cal was born and raised in Wenatchee, and loves experiencing the outdoors, playing golf, and cheering on the Seahawks. He is securities licensed in WA, ID, OR, CA, and AZ.
* 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.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.