As a CERTIFIED FINANCIAL PLANNER™**, Frank will create a personalized financial plan for your future to help meet your short-term and long-term goals.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (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 guarentees or oblibations of the credit union, and may involve investment risk including posslibe loss of principal.  Investment Representatives are registered through CFS.  Citadel has contracted with CFS to make non-deposit investment products and services available to credit union members. 


**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.