Our Qualifications & Services

Ron Barnette, CFS* Financial AdvisorWealth Management, through CFS: Pursue Your Financial Goals

As a PNWFCU member, you can set up a complimentary financial consultation with Ronald E. Barnette, CFP®, CRPC®, CFS* Financial Advisor. Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, Ron may be able to help you find solutions that are right for your financial goals. Ron holds his Series 7 and 66 licenses and is a Certified Financial Planner™ professional and Chartered Retirement Planning CounselorSM professional.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

During your initial meeting, Ron will assess your financial picture, goals and risk profile. You will receive a customized strategy designed to help you more effectively reach your short-, mid- and long-term financial goals. Ron will also help you prepare and organize the necessary paperwork related to the implementation of the proposed solutions. You can meet with Ron each year to review your portfolio and make adjustments as needed.

While developing a customized financial program, he will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, he will customize appropriate strategies to suit your vision and objectives.  Ron can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

We're looking forward to using our expertise to help you pursue your financial goals.

CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.