Advisor Assisted Investing
Stephen Seewer
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| Stephen Seewer |
SF Fire Credit Union’s financial advisor is Stephen Seewer. He is registered through the Credit Union’s broker-dealer CUSO Financial Services, L.P. (CFS) and brings with him twenty years of experience as a licensed securities broker and a successful career at a large financial institution.
Stephen’s educational background includes a Bachelor’s of Science in Finance from Golden Gate University where he graduated Magna Cum Laude.
He’s a Bay Area native who has long considered San Francisco’s Parkside District his home, and takes a great interest in community activities including his recent completion of the San Francisco Fire Department’s Neighborhood Emergency Response Teams training program.
Available Financial Planning Services Include:
- Retirement planning
- Income planning
- Investment advisory and risk management
- Life and health insurance services
- Stocks, bonds, mutual funds, annuities, etc.
- Senior care financial planning
Contact Stephen to Schedule a No-Cost, No-Obligation Appointment:
- Phone: 415-674-4846
- Email: sseewer@sffirecu.org
CUSO Financial Services, L.P. Representatives are registered, securities are sold, and investment advisory services offered through CUSU Financial Services (CFS), member FINRA / SIPC and SEC Registered Investmen Advisor. Investment products and services offered through CFS, an independen broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF or ASI insured, not credit union guaranteed and may lose value. Representatives are employed by SF Fire Credit Union and registered through CFS.