Our Qualifications & Services

Wealth Management, through CFS: Pursue Your Financial Goals

As a PNWFCU member, you can set up a complimentary financial consultation with our CFS* Financial Advisor. We believe wealth management is more than merely accumulating and preserving assets. We 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

Ron Barnette, CFS* Financial Advisor

Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, Ronald E. Barnette, CFP®, CRPC®, CFS* Financial Advisor may be able to help you find solutions that are right for your financial goals. Ron has worked in the financial industry for several years and holds his Series 7 and 66 licenses, and is a Certified Financial Planner™ professional and Chartered Retirement Planning CounselorSM professional. Email Ron to schedule a complimentary appointment. 

 

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. He will also help you prepare and organize the necessary paperwork related to the implementation of the proposed solutions. 

We're looking forward to using our experience 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.