Executive Investment Representative
Brian Y. Horiuchi
Executive Investment Representative, CUSO Financial Services, L.P.
Direct Phone: (408) 531-3393
For over 20 years Brian Horiuchi has been helping people meet their financial goals.
Brian brings a wealth of knowledge and experience to our credit union members. His philosophy and approach to financial consulting is first to understand a member's needs and unique situation, then to educate the member on the various options that they have available to meet those needs now and in the future. By partnering with the member, Brian is better positioned to assist in developing and implementing a financial plan that provides a broadly diversified, well-balanced portfolio, and long-term life stage solutions.
In the past, Brian had experience as a speaker at educational seminars for members and the local community through various CommonWealth-sponsored events.
*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. CommonWealth Central Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives 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.