Investment Representatives
Jonathan A. Stoft
Investment Representative, CUSO Financial Services, L.P.
CA Insurance #0G06102
Direct Phone: (408) 531-3379
jstoft@wealthcu.org
With 10 years of experience in investment services, Jonathan Stoft helps members plan for financial future and purchase insurance & investments.
Jonathan's process is to ask questions and then listen carefully to his member/clients to discover their needs and goals well before he makes suggestions. Jonathan can meet with you in any of our five branches. Jonathan has worked for Charles Schwab, the Consumer Credit Counseling Service of San Francisco, Colonial Life, Woodbury Financial, and Ameriprise Financial.
Submit an Investment Services Contact Us Form.
Brian Y. Horiuchi
Executive Investment Representative, CUSO Financial Services, L.P.
License #0735110
Direct Phone: (408) 531-3393
bhoriuchi@wealthcu.org
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.
Submit an Investment Services Contact Us Form.
Check the background of these investment professionals on FINRA's BrokerCheck
*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.
