Jim Price
Financial Advisor, CUSO Financial Services, L.P.
Phone: 800.637.0852 x4524 (153rd Drive Branch)
Securities licensed in Oregon and Washington.
For the past several years, Jim has been helping clients with their financial planning. His focus has, and continues to be, the long-term financial health of everyone he serves. Like all CFS Financial Advisors, Jim believes in thoroughly explaining the planning process to his clients, as well as educating them about the products and services available to them. Jim uses multiple tools and approaches to analyze financial well-being and brings it all together in one comprehensive, understandable plan.
Born and raised in Hillsboro, Jim has roots deep in the community and is active in several non-profit groups. In addition to being an avid racquetball player, Jim enjoys the great outdoors with his wife and dogs.
Qualifications: holds series 7, 63, and 65 securities licenses; life and health insurance licensed with variable endorsements.
Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC)
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