Ten years ago, Stephen Seewer made what he describes as one of the best decisions of his life, accepting an invitation to work for SF Fire Credit Union and CUSO Financial Services, LP.
His decades-long career in financial services started with a bank teller job back in his high school days. While working full time, Stephen earned a Bachelor of Science degree in Finance from Golden Gate University in San Francisco, where he graduated with honors. He has been licensed as a registered representative for the more than 20 years, bringing many years of valuable experience in service to our members.
Stephen is securities licensed in California and holds an insurance license with the California Department of Insurance (#0A82045). Stephen is securities licensed in several other states and may be able to assist members who live outside of California. He’s registered through our broker-dealer, CUSO Financial Services, L.P. (CFS). *
In 2018, Stephen was named one of the top 100 Bank Investment Representatives in the United States by Bank Investment Consultant 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.
Stephen grew up on the San Francisco Peninsula and is a thirty-year resident of the Pine Lake Park neighborhood of San Francisco, where he lives with his two doodles, Comet & Cooper.
Check the background of this investment professional on FINRA’s BrokerCheck