Financial Planning for SFPCU Members
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. The MEMBERS Financial Services program provides the retirement planning services you need to reach your long-term financial goals.
Chris Breault, your MEMBERS Financial Services representative, evaluates your financial needs and creates an investment strategy tailored to your life. His ongoing review of your portfolio ensures that your plan remains aligned with your vision.
Chris Breault, your MEMBERS Financial Services representative, can assist you with:
- Evaluating your financial needs
- Creating an investment strategy tailored to your life
- Ongoing review of your portfolio
- Investment management
- Deferred comp/DROP rollovers
- Retirement planning
- Long term care
- Life insurance
For complete background information on Chris Breault, please visit FINRA's BrokerCheck.
Request a consultation
Start mapping your financial future today by calling Chris at 415.682.3361 or filling out the contact form below for a no-cost initial consultation.