Steve Schneider, CRPC®
Senior Financial Advisor, CUSO Financial Services, L.P.
Phone: 800.637.0852 x4511 (153rd Drive Branch)
Securities licensed in Oregon, Washington, Montana, New York and Wyoming.
Steve Schneider, a CHARTERED RETIREMENT PLANNING COUNSELORSM designee, has over 25 years experience in the financial services field. He enjoys educating members about the importance of proper planning. To do that, Steve combines his financial planning experience with his effective educational approach. That approach, he says, results in savvy members.
His efforts go beyond individual meetings. They include several public workshops on diverse investing strategies. He has also been responsible for the training regimen of numerous registered representatives.
Steve is an active participant in the community and has spent many years working with youth sports programs. When he’s not helping someone plan their retirement, you can usually find Steve outside enjoying many of the Northwest’s outdoor activities.
CHARTERED RETIREMENT PLANNING COUNSELORSM AND CRPC® are registered service marks of the College for Financial Planning®. Qualifications: holds series 7, 24, 63, and 66 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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