Brian Venn, CFP®

Program Manager

CUSO Financial Services, L.P.

VP, Retirement & Investments

at North Island Credit Union

Check the background of this investment professional on FINRA BrokerCheck

Brian began his professional career in the financial services industry in 1999 and has recently joined California Credit Union in 2020 as the CFS Program Manager. Brian has spent his career both as an advisor assisting clients with achieving their financial goals through the use and implementation of comprehensive financial plans, and as a leader assisting and coaching advisors in the implementation of advice and planning in their practices. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a Bachelors Degree in Business Administration from the University of Missouri – Columbia.

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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.

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.

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.