SF Fire Credit Union and CUSO Financial Services, LP are pleased to introduce Dennis Adams as the newest addition to our Investments Department in the position of CFS* Financial Advisor. Dennis will be working alongside our other CFS Financial Advisor, Stephen Seewer. In fact, Stephen and Dennis have worked together for more than twenty years.
Bay Area Native
Dennis was born and raised in Palo Alto and lives in Novato.
Wealth of Experience
Prior to joining SF Fire Credit Union, Dennis worked for a major bank's wealth management division for twenty years. He has been licensed for more than thirty years and is a Certified Fund Specialist®. He was educated at Fuller Seminary where he received a Masters of Divinity. Dennis is securities licensed and insurance licensed in California (#0A66675).
Assistance Awaits You
Dennis looks forward to working with the members of SF Fire Credit Union. He can be found on the main floor of our California Street branch; be sure to stop by and say hello! You can make a no-cost, no-obligation appointment today to discuss your financial goals, retirement planning and more by calling Dennis at 415.674.4845 or emailing firstname.lastname@example.org.*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. SF Fire Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.