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Wealth Management

A partner you can have confidence in

Prepare for your dreams


Ask the Pro

We know your financial goals are unique. That's why our CFS* Financial Advisor, Monaye, is available by appointment to help. Complete the form below to schedule a no-obligation meeting.

  • Please note: caller ID will show a 858 area code for Monaye.
  • Please provide details on how Monaye can help.
  • Please provide any additional information.
  • This field is for validation purposes and should be left unchanged.

What Is It?

Wealth Management available through CUSO Financial Services, L.P at Yolo Federal

Whether you want to make sure college is covered for your kids, or you are planning your perfect retirement, we have the resources to help out. We offer a full range of retirement and investment services through our broker-dealer, CUSO Financial Services, L.P. (CFS). Our CFS Financial Advisor there is Monaye Nelson-Morgan.

Non-deposit investment products and services are offered through CUSO Financial Services, LP (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. Yolo Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 1CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.

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 on 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.

Using FINRA’s BrokerCheck website, you can search for a brokerage firm or individual broker by name or registration number, and link to state regulators’ websites. Details on a broker’s background and qualifications are available for free.
https://brokercheck.finra.org

Why Yolo Federal

The CFS Consultant can help you.

  • Prepare for retirement
  • Build your wealth strategy
  • Make smart investments

Education

Invest in Yourself

More Wealth Management Related Posts

FAQs

  • What kind of things can Wealth Management help me with?

    CFS covers many wealth management and financial planning needs, including:

    • Mutual Funds
    • Stocks, Bonds and Annuities
    • Retirement Planning
    • Business Succession Planning
    • Estate Planning Strategies
    • Education Funding
    • 401(k) and 403(b) Rollover Options
    • Legacy Planning

  • How can I get in touch?

    To talk to us about Wealth Management, please contact CFS Financial Advisor, Monaye Nelson-Morgan via email, phone, or video call:

    Monaye Nelson-Morgan, CFS Financial Advisor
    Phone: 858-530-4495
    Email: mmorgan@cusonet.com

  • Who is Monaye?

    Monaye is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals. Schedule a no-obligation phone appointment with Monaye and gain valuable information on financial planning topics that include:

    • 401(k) 403(b) and 457 Rollovers
    • Retirement Life Style Strategies
    • Creating Income in Retirement
    • Life & Long Term Care Insurance
    • Small Business Services

    “As a financial consultant, I want to partner with you to create a plan for not only now, but throughout your lifetime. Turning your financial concerns into financial confidence by helping you take the guess out of invest.”

    Registered through CUSO Financial Services, L.P. 
    Series 7 — Securities Representative
    Series 66 — Investment Advisor
    CA Life and Health License #0M04879

    Educational Background
    B.S. in Economics at Hampton University

    Contact Information
    Monaye Nelson-Morgan, CFS Financial Advisor
    Phone: 858-530-4495
    Email: mmorgan@cusonet.com

Don't see the answer to your question?

  • *This is not a secured email. Please do not include sensitive personal/financial information in this form. If you would like to discuss account details, please include a phone number so we can contact you. Thank you!
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  • Disclosures

    Non-deposit investment products and services are offered through CUSO Financial Services, LP (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. Yolo Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 1CFS and its representatives do not provide tax advice. For specific tax advice please consult a qualified tax professional.

    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.

Ask the Pro

We know your financial goals are unique. That's why our CFS* Financial Advisor, Monaye, is available by appointment to help. Complete the form below to schedule a no-obligation meeting.

  • Please note: caller ID will show a 858 area code for Monaye.
  • Please provide details on how Monaye can help.
  • Please provide any additional information.
  • This field is for validation purposes and should be left unchanged.

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