THE CUSO FINANCIAL SERVICES, L.P. ("CFS")* FINANCIAL ADVISORS LOCATED AT NUVISION CREDIT UNION ARE HERE TO HELP

Take charge of your future.

No matter where life takes us, we all strive for greater financial security. It often seems that just saving money alone may not meet our future needs. Mortgage payments, retirement, education and health care costs are all areas of increasing concern. However, a sensible program that combines savings, life insurance and investments can provide a total package.

As a Nuvision member, you have ready access to experienced Financial Advisors. Whether you’re planning for retirement, saving for college, or considering investing, your CFS Financial full-service financial planning partner can help you get started on the right track.



Craig Fein

Craig Fein

CA Insurance License #0E56240 

Financial Advisor

CUSO Financial Services, L.P. CFS* At Nuvision Credit Union

Email: CFein.cfsinvest@nuvisionfederal.org

Phone: 714.375.8222

Fax: 714.861.6322

 

Serving the Edinger branch.
Appointment only at the Seal Beach branch.

Read Craig's Bio  +

Craig possesses over 15 years of experience in the financial services industry. He began his career as a financial consultant with UBS Financial Services, focusing on retirement planning, then became a retirement planning specialist with Schools First Federal Credit Union. He comes to Nuvision Federal Credit Union understanding the needs of our members to help with planning for retirement, college, life and healthcare insurance needs, and other financial objectives. He received a business degree from Community College of Philadelphia and has lived in our community for over 20 years. Craig looks forward to working with you in planning your financial future.

Craig holds the following registrations through CFS* Financial: Series 7 and 66

Craig is registered to discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, MT, NV, OR, TN, UT

Craig Fein is an employee of and is registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).

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Boris Castillo

Boris Castillo, CFA, CFP®
CA Insurance License #0C97046
CUSO Financial Services, L.P. CFS* At Nuvision Credit Union
Email: BCastillo.cfsinvest@nuvisionfederal.org
Phone: 714.375.8330
Fax: 714.861.6320

Serving Bolsa and Lakewood branches.
Appointment only at Carson, Mission Hills, Monterey Park, and Gas Company Tower branches.

Read Boris' Bio  +

With nearly twenty years of experience in the financial services industry, Boris Castillo has provided financial planning strategies to families, business owners, and various organizations. They have run the entire gamut from simple, goals-based plans to complex and unique estate plans.

As both a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ practitioner, Boris has been able to navigate the increasingly complex financial landscape to focus on a client’s unique circumstances and experience. While he has been the recipient of numerous awards and recognition for his exceptional service and proficiency, the true measure of his success is found in the enduring client loyalty and advocacy that he’s preserved throughout all economic conditions.

Boris holds the following registrations through CFS* Financial: Series 7, 65, and 66

Boris is registered to discuss and/or transact securities business with residents of the following states: CA, FL

Boris Castillo is an employee of and is registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).

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Anil Madhyanam

Anil Madhyanam
CA Insurance License #0H43761
CUSO Financial Services, L.P. CFS* At Nuvision Credit Union
Email: AMadhyanam.cfsinvest@nuvisionfederal.org
Phone: 714.375.8269
Fax: 714.861.6329

Serving Bolsa and Laguna Hills branches.


Read Anil's Bio  +

Anil has been in the banking and financial services industry for over 15 years.  He started his career at Chase as a banker and gradually progressed into financial planning and personal banking, which allowed him to help individuals and families manage their finances.  He strives to play an important role in advising members on the necessary steps to pursue their financial goals.  Anil understands that preparing for a comfortable retirement can often be complex for many, but simplifies the process with his in depth knowledge of the industry.

His specialization in life insurance and retirement planning allows him to create a plan that looks out for both wealth accumulation and risk management. Equally important is his ability to put the necessary protection plans in place to deal with the unforeseen events that life may throw at you.

With these processes, he is able to help members save for retirement but also protect and take care of members loved ones. Anil takes his continuing education to heart so he can stay abreast of major changes within the financial industry to be able to provide sound investment guidance to his clients. In his spare time, Anil enjoys traveling, playing pickle ball and visiting national parks with his family. 

Anil hold the following registrations through CFS* Financial: Series 7 and 66

Anil is registered to discuss and/or transact securities business with residents of the following states: AZ, CA, UT and Life, Accident and Health insurance licenses in AZ and CA.

Anil Madhyanam is an employee of and is registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

For specific tax advice, please consult a tax professional.

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.

 

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

 

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