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.

Important Update

 

Due to our healthcare concerns for our members and employees during the global COVID-19 virus epidemic, the investment program staff through CUSO Financial Services, L.P. (“CFS”) is temporarily working off-site to service investment clients and credit union members remotely. CFS investment representatives and supporting staff will continue to receive e-mail and phone communications and are fully functional to support ongoing investment needs including investment account transactions.

To speak to one of our CFS representatives, please contact:

Stephen Seewer at 415-674-4846 or [email protected]
Kevin Rucker at 415-674-4874 or [email protected]

In the event that you have an urgent need to place a trade and are unable to reach your representative immediately, you may contact the CFS corporate office directly toll-free at (800) 686-4724.

 

Meet Our CFS* Financial Advisor

 

Over ten years ago, Stephen Seewer made what he calls one of the best decisions of his life: accepting an invitation to work for SF Fire Credit Union and CUSO Financial Services, L.P.

 

A Better Way to Invest

Stephen puts members' financial freedom first, by treating them like a person, not a number. Not everyone has the same retirement goals. Some members want to buy a home, while others want to achieve a work-optional lifestyle. Stephen strives to craft solutions that fit each member's financial goals.

Stephen believes this personal approach and attention to the specific financial needs of each member is a better way to manage and guard finances that you won't find at other institutions.

 

Decades of Experience

With over 20 years of experience in financial services, Stephen brings a wealth of knowledge to our members. His decades-long career began back in high school, when he worked part-time as a bank teller.

After graduation, Stephen transitioned to full-time and, with the support of his dedicated mother, put himself through Golden Gate university. His unwavering commitment to his education paid off when he graduated with honors and earned a Bachelor of Science in Finance.

 

Industry Recognition

Stephen brings that same level of commitment to our members, which is why he was named one of the top 100 Bank Advisors in the United States by Bank Investment Consulting Magazine in 2018. 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.

Stephen is securities licensed in California, and 13 other states. He is also insurance licensed in the state of California (#0A82045).

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.