Get Answers to Your
Someday is not as far off as you might imagine. In today’s market, it’s essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation. Matt Weinert, Financial Advisor available through CUSO Financial Services, L.P. (CFS), our broker dealer, is ready to help you navigate the world of investments. Experience says a lot about a person. Especially in the investment world. For Matt Weinert, that experience spans almost a decade working for banks, credit unions, Fortune 500 companies, and as a Financial Advisor.
As a member of the CUSO Financial Services, L.P. team at InRoads Credit Union, Matt is always looking out for the best interest of his clients. That includes holding a series 7 & 66 securities license as well as licenses in Oregon and Washington for life, health, and long-term care insurance. Including advice and sound guidance, Matt has the tools he needs to help his clients navigate their investment options and work toward their long-term financial goals.
Matt is Your Advocate
He has access to specialized tools to help you work toward your goals, including:
- 401(k), 403(b), 457, TSP rollovers
- Retirement planning
- Higher education planning
- Tax-deferred investing
- Retirement income planning
- Life insurance
- Long-term care insurance
Matt is a lifelong Chicago Bears fan who loves fast cars, drowning his food in Tabasco sauce, and spending time with his wife and young daughter. He graduated from Azusa Pacific University with a Bachelor of Science in Finance and interned with the respected Chicago Board of Trade.