Rahil Machiwalla

Financial Advisor

CUSO Financial Services, L.P.

at 1st United Credit Union

Email: Rahil.Machiwalla@cusonet.com

CA Insurance Number: 0G20361

Rahil Machiwalla has been a financial planner since 2009. After receiving his Bachelors of Science degree in Finance at San Jose State University, he began his career at Citibank. He transitioned to 1st United Credit Union in 2011 because he believed the credit union philosophy of "people helping people" matched his consultative, down-to-earth style. Rahil identifies his clients’ goals and makes it his goal to support them personally, professionally and financially. He has the ability to connect with his clients and understand their objectives, their time horizons and their comfort level with risk. Rahil is available for retirement planning, 401k rollovers, estate planning, college funding, insurance protection and portfolio analysis.

Locations:

109 Review Way Hayward, CA 94544

Insurance:

Check the background of this investment professional on FINRA BrokerCheck

Schedule an Appointment:

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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.