Spotlight on Sandra Torres
Sandra Torres, CRPC®
CUSO Financial Services, L.P.
CA Insurance License #0C06947
Q. What are your responsibilities?
A. Helping PLCU members with different investment options available through CUSO Financial Services, L.P. (CFS).*
Q. What does that involve?
A. I discuss their financial goals; retirement, builiding wealth, college, then make recommendations to help them get there.
Q. Have you been doing this for a while?
A. More than 20 years! I've worked for major banks, big investment firms, and I've helped a great many people plan for their futures.
Q. When and why would a member contact you?
A. They may be ready to learn about non-deposit investment choices, or perhaps they'd like to make managing their retirement funds more convenient by consolidating 401(k)s, IRAs, and 457s.
Q. What licenses do you currently hold?
A. I hold Licenses Series 7, 9, 10, 63 and 65. I received a Bachelor's in Business Administration from the University of Phoenix and received the Chartered Retirement Planning Counselor℠ designation from the College of Financial Planning.
Q. How do members get in touch with you?
A. They can call me at 619-226-7119 or email me.
*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.
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