FINANCIAL ADVISOR FOR INVESTING AND INSURANCE AVAILABLE THROUGH CUSO FINANCIAL SERVICES, L.P.

Professional advice,
personal service

Our experienced CFS Financial Advisors are here to help you achieve your financial goals.

Contact Us

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 Advisor Services

Financial Planning Services

Retirement Planning

Income Planning

Investment Advisory and Risk Management

Life Insurance

Stocks, Bonds, Mutual Funds, Annuities, etc.

Financial Planning

Insurance Services

 Term Life Insurance

Whole Life Insurance

Variable Annuities

Fixed Annuities

Long-Term Care Insurance

Variable Universal Life Insurance

Meet Daniel Duran

profile photo of Daniel DuranDaniel 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.*

[email protected]

415-345-5404 (Direct)

877-287-6638 (CUSO Customer Service)

3201 California St

San Francisco, CA  94118

Frequently Asked Questions

*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.