Our vision at 1st Nor Cal Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with 1st Nor Cal extends to 1st Nor Cal Investment Services, through our broker dealer CUSO Financial Services, LP (CFS*).
Whether you are looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just want a second opinion, we are here to help. Our CFS* Financial Advisor Lisa Robinson can provide you individualized service, and is experienced in working directly with members like you.
Products and Services include:
- Reviewing Your Current Financial Plan
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Tax Efficient Investments†
- Retirement Income Strategies
- Education Funding
- Life and Long Term Care Insurance
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Lisa Robinson is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
The Investment Services portal, Clear 1, offers meaningful reporting across your positions and transactions while providing secure online document storage. Simple to navigate and with a more modern display of information, Clear 1 is your centralized portal to view all your account information and connect with your CFS* Financial Advisor.
To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:
Contact Lisa Robinson, CFS Financial Advisor via email or call her at (925) 396-5140.
CA Insurance License #4301888
Check the background of your financial professional on FINRA’s BrokerCheck.
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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. The 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.