Stephen Seewer.
Putting you first since 2009.
FINANCIAL ADVISOR FOR INVESTING AND INSURANCE AVAILABLE THROUGH CUSO FINANCIAL SERVICES, L.P.

Professional advice,
personal service

Our experienced CFS Financial Advisor, Stephen Seewer, is here to help you achieve your financial goals. Schedule a no-cost, no-obligation appointment today.

 

Meet Our CFS* Financial Advisor

 

Stephen Seewer is a Bay Area native with over 20 years experience in financial services. He embodies SF Fire Credit Union's dedication to personal service by treating members like a person, not a number, when handling their individual investment needs.

Stephen Seewer has worked for more than a decade at CUSO Financial Services, L.P., located at SF Fire CU, where he leads a team of investment professionals. He has worked in financial institutions for his entire career and was first licensed in 1991.

During his time as a financial advisor, Stephen has helped his clients develop financial plans to navigate some of the more turbulent markets of the modern era. Stephen is known to quip that financial services is one of the few professions where a bit of grey hair is a big plus.

Stephen believes there is a better way to managing and protecting wealth that is just not available at most institutions. He brings an accessible manner and a vision of providing straight-forward advice that aligns with SF Fire’s core values of personalized attention, education, integrity, and service.

Stephen and his team strive to help clients achieve financial freedom so they can focus on what matters most to them in life. Not everyone has the same retirement goal. Some members want to purchase a home while others want to achieve a work-optional lifestyle. Stephen brings attention to detail, good listening skills, and a problem-solving mindset to craft solutions that are well suited to each member’s unique objective.

Industry Recognition

In 2018, Stephen was named one of the top 100 Bank Investment Representatives in the United States by Bank Investment Consulting magazine. The ranking is designed to recognize bank and credit union advisors based on several key areas, such as assets under management, 12-month production, yearly percentage growth, and amount of fee-based business.

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For more information about this representative, please visit FINRA's BrokerCheck

Services

Plan Your Future

Financial Planning Services

Retirement Planning

Income Planning

Investment Advisory and Risk Management

Life Insurance

Stocks, Bonds, Mutual Funds, Annuities, etc.

Financial Planning

Insurance Services

 Term Life Insurance

Whole Life Insurance

Variable Annuities

Fixed Annuities

Long-Term Care Insurance

Variable Universal Life Insurance

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (FINRASPIC) 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.

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.