coumans

Sean Coumans

Financial Advisor

CUSO Financial Services, L.P.

at California Credit Union

Email: scoumans@ccu.com
Phone: (818) 291-6766

Branches Locations: Glendale, North Hills, and Valencia

CA Insurance LIC# 0E82818

Check the background of this investment professional on FINRA BrokerCheck

Sean Coumans has over 15 years of business experience. After receiving his degree in Business Administration from California State University, Northridge, Sean worked in the IT field. He managed a team of systems engineers while also holding various certifications from Microsoft and Cisco Systems. Sean started in the financial services industry in 2005 by offering life insurance. Always having a passion for the financial markets and helping others, Sean had successful tenures as a financial advisor with WaMu Investments (Washington Mutual), JPMorgan Chase, and Wescom Financial Services (Wescom Credit Union) in the San Fernando Valley and Ventura county. Sean specializes in asset management, tax efficient investments, estate planning, retirement planning, and income planning.

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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.