Wayne Richards
Financial Advisor, CUSO Financial Services, L.P.
Phone: 800.637.0852 x7644 (Cornell Road Branch)
Securities licensed in Oregon, Washington, California, Michigan and New York.
Wayne has over 22 years of investment experience. As a CFS Financial Advisor, available through CUSO Financial Services, L.P. (CFS) our broker/dealer located at First Tech Investment Services, he has successfully helped many families with their retirement planning, asset allocation, and financial goals.
His conservative approach has won his client’s praise time and time again. Especially from those nearing retirement. Wayne understands how estate planning, insurance, long term care, income tax strategies, and more work together to form a cohesive, tailor-made strategy.
A graduate of Portland State University, Wayne is a published songwriter who plays professionally with several Portland-area bands. He’s also a community and SMART program volunteer, as well as an in-demand public speaker.
Qualifications: holds series 7, 24, 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)
|
