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Investment Planning in San Diego

Helping You Find the Right Investment Course

“Established in 1996, CFS (CUSO Financial Services) 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
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Services offered through CFS include:

  • 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
  • My Portfolio View -  Log in to Your Investment Account

Meet Your Investment Advisor

Daniel Anderle

Daniel Anderle

Investment Advisor

CUSO Financial Services, L.P.

CA Insurance License #0E84078



Daniel has over 10 years of experience working in the financial services industry. Before joining CUSO Financial Services, he held advisor positions at Bank of America, Edward Jones and Union Bank. During his time as a Financial Advisor, he has worked closely with clients on financial strategies such as retirement planning, portfolio management, asset protection, and wealth transfer. His passion is to help individuals and families to define their investment objectives and develop customized financial plans toward achieving identified goals.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 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.