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Point Loma Credit Union | About CFS

The first step in the right direction to planning for your Financial Future

“Established in 1996, CFS offers a full range of investment and insurance solutions to more than 150 credit unions across the country. Our mission is to grow successful investment programs that help members gain and maintain their own financial security”

-Valorie Seyfert, President and CEO
CUSO Financial Services, LP



Whether you want to create a comprehensive financial plan, meet a specific financial goal, or if you are just seeking overall financial guidance or a second opinion, we are here to help.

Advisors from CUSO Financial Services are eager to provide individualized services to members like you.

Services offered through CFS include:

  • My Portfolio View -  CLICK HERE to Login to your
        Investment Account.
  • Creating or reviewing your comprehensive financial plan
  • Understanding investment options and risk tolerance
  • Investment portfolio analysis
  • Tax-efficient investments *
  • Portfolio consolidation and management
  • Retirement planning and income strategies
  • IRA, 401(k), 403(b), 457 plans and TSP rollovers **
  • Funding for education
  • Life and long-term disability care insurance
a couple relaxes on their boat



To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:


Sandra Torres
small phone icon (619) 226-7119 Sandra Torres of CFS
small email icon email
Carolyn Bare
small phone icon (858) 268-7280 Carolyn Bare of CFS
small email icon email


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.   
*For specific tax advice, please consult a qualified tax professional.
**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
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Disclaimer:  Point Loma Credit Union is not responsible for the privacy practices or the content of websites which we may provide a link to.  While all efforts are made to maintain the accuracy of information presented on the Point Loma Credit Union website, we cannot guarantee that all information is current.  Please contact the credit union call center directly for the most current information at 858-495-3400.


National Credit Union Association Equal Housing Lender America's Credit Unions

Your savings Federally insured to $250,000
by the NCUA, National Credit Union Administration,
a US government agency.  Point Loma Credit Union
is an Equal Housing Lender.

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