Branch Representatives

CFS Wealth Management Consultants can assist you in determining your short- or long-term investment needs. They can also help you in managing your current investments and explore new options.

Make an appointment with a CFS* Wealth Management Consultants

Begin by selecting the City branch location nearest you

From the list below, select the city for the branch location nearest you to see a listing of CFS Financial Consultants:

Request an appointment with


Magnolia Avenue Branch

14th Street Branch

Riverside Avenue Branch




Moreno Valley

Canyon Springs Branch

Rancho Mirage


Non-deposit investment products and services offered through CUSO Financial Services, LP (“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.