Schedule a Consultation

At CU SoCal, we welcome the opportunity to help you meet your financial goals. When it comes to managing your money, it's important that you can turn to someone you trust. Look to us for advice and guidance to:

  • save for retirement
  • prepare for higher education expenses
  • finance the living costs of an aging loved one
  • put aside money for your heirs
CU SoCal provides a complimentary consultation with our CUSO Financial Services (CFS) Financial Advisors, Ryan Gallo and Michael Gennawey, to develop a plan that will help you achieve your goals.

For more information, Ryan Gallo or Michael Gennawey can be reached at 562.698.8326 or call toll-free at  866 CU SoCal (866.287.6225).

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not credit union guaranteed and may lose value.
Financial Advisors are employed and registered with CFS. CU SoCal is in partnership with CFS. (Member FINRA/SIPC)
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