Stop Waiting. Start Investing.
SF Fire Credit Union's partnership with CUSO Financial Services, L.P.* allows us to offer our members additional resources and options for investing and financial planning.
Whether it’s planning for retirement, getting financially prepared for homeownership, or sending your children off to college, our Financial Advisors can help you achieve your financial goals.
Financial Planning Services
Retirement Planning
Income Planning
Investment Advisory and Risk Management
Life Insurance
Stocks, Bonds, Mutual Funds, Annuities, etc.
Financial Planning
Meet Daniel Duran
Daniel Duran started his investment career in 2000 working at Wells Fargo before joining CFS as a Financial Advisor. He has been with CFS since 2022.
With his more than twenty years of experience, Daniel enjoys helping individuals and families at SF Fire Credit Union reach their financial goals by offering detailed financial advice and helping them create personalized financial plans. He is deeply committed to his clients' goals and wellbeing and strives to listen and provide them with help to fit their unique circumstances. He is also fluent in Spanish.
When not working, Dan can be found spending time with his wife and two kids. They enjoy spending time outdoors, travelling, and playing sports.
Dan believes the HIGHEST compliment he can receive from a client is a referral. Please feel free to pass along the name of a friend, colleague, or family member whom you feel would benefit from a consultative discussion on their financial objectives and goals.
Daniel Duran
Financial Advisor, CUSO Financial Services, L.P.*
415-345-5404 (Direct)
877-287-6638 (CUSO Customer Service)
3201 California St
San Francisco, CA 94118
Frequently Asked Questions
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How do I find my investment account information?
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (FINRASPIC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. SF Fire Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
