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

Professional advice,
personal service

Our experienced CFS Financial Advisor, Sebastien Tomescu, is here to help you achieve your financial goals.

Meet Sebastien Tomescu

 

Sebastien’s been at SF Fire Credit Union since 2014. During this period, he has always taken the time to learn about each member’s dreams and ambitions. He’ll treat you like a person, not a number, and follow the fiduciary standard to construct a financial plan that has your best interest as its top priority.

He understands that life happens and plans change. By developing deep relationships with his clients, Sebastien is ready to make adjustments along the way to ensure your financial plan supports your life for your current situation and for your future.

Whether it’s planning for retirement, getting financially prepared for homeownership, or sending your children off to college, Sebastien can help you achieve your financial goals.

When he’s not helping our members, Sebastien enjoys traveling, spending time with his family, and watching a 49ers or Warriors game.

Contact Sebastien today to see how he can help you with your financial journey.

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

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.