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.



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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[email protected]
Phone: 714.375.8330
Fax: 714.861.6320

Serving: Bolsa and Lakewood branches.
Appointment only at Carson, Mission Hills, and Monterey Park  branches.

Read Boris' Bio  +

With over 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: AZ, CA, FL, MS, NV, PA, TX, & WA

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

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Craig Fein

Craig Fein
Financial Advisor 

CA Insurance License #0E56240 
CUSO Financial Services, L.P. CFS* At Nuvision Credit Union
Email[email protected]
Phone: 714.375.8222
Fax: 714.861.6322

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

Read Craig's Bio  +

Craig possesses almost 20 years of experience in the financial services industry. He began his career as a financial consultant with UBS Financial Services in Newport Beach with a major focus on retirement planning. He then became a retirement planning specialist with Schools First Federal Credit Union where he polished his retirement planning talents and enjoyed working with credit union members.

He then came to Nuvision Credit Union understanding the complex needs of our members with solutions to help them with planning for retirement, funding college educations for their children and grandchildren, as well as guide them through life insurance and long-term care planning needs. Craig has a passion for helping credit union members plan for their future in each unique stage life brings to them. Craig has a business degree from Community College of Philadelphia and has called Orange County his home for nearly 25 years now.

Originally from Pennsylvania, Craig and his wife enjoy traveling abroad to various countries so ask him about some of his favorites next time you visit. They also enjoy traveling locally and across the United States to take in the new sites and experiences as well as catch up with family and friends. He looks forward to partnering with you in planning your financial future and bringing his extensive background and knowledge to work for you and your family, please visit him at our Edinger Branch next time your in. 

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

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Image of Paul Hurley

Paul Hurley, AAMS®
Financial Advisor
CUSO Financial Services, L.P. * (CFS)
Phone: 907-257-7288
Email[email protected]
Serving: Denali Financial Services Center (Anchorage),  Juneau Branch, Kenai Branch, Fairbanks – Northgate & University Center Safeway Branches, and East Anchorage Walmart Branch

Location
Financial Services Center, Anchorage Alaska

Read Paul's Bio  +

Paul is married with six children. He grew up between Bristol Bay and Los Angeles and loves all that Alaska has to offer. Paul enjoys playing guitar and spending time outdoors. He and his family enjoy hiking, camping, and fishing throughout Alaska. Paul is passionate about financial literacy in Alaska and has traveled throughout the state to share principles that will help people make better financial decisions.

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

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Photo of a man dressed in a gray suit with a smile on the face.

Matt Knell, CFP®, MBA
Financial Advisor
CUSO Financial Services, L.P. * (CFS)
Phone: 907-257-7289
Email[email protected]
Serving: Denali Financial Services Center (Anchorage),  Juneau Branch, Kenai Branch, Fairbanks – Northgate & University Center Safeway Branches, and East Anchorage Walmart Branch

Location
Financial Services Center, Anchorage Alaska

Read Matt's Bio  +

I am a financial advisor and Certified Financial Planner® based in the Anchorage Financial Center and have been helping clients achieve their financial goals for the past 15 years. I work with my clients to visualize their financial goals and build a roadmap to reach those goals using a financial plan. I firmly believe that all investment recommendations and advice should be guided by a thorough understanding of your situation so it helps that I am naturally curious.

I have lived in Alaska for 20 years and enjoy spending all the time I can outdoors with my family and friends. I love seeing our beautiful state whether I am fishing, hunting, snowshoeing, driving, biking or hiking.

Continuous learning is necessary to increase and maintain my knowledge of financial planning topics. This has led me to complete my Certified Financial Planner® and Accredited Asset Management Specialist® certifications as well as my MBA. I am an active member of the Anchorage Estate Planning Council and a Board Member and Secretary of the Board for the Alaska Zoo. 

Matt Knell 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[email protected]
Phone: 714.375.8269
Fax: 714.861.6329

Serving:  Laguna Hill and Costa Mesa Harbor Street 


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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