Investment & Retirement Planning
In periods of economic uncertainty, having experienced advice to help plan your investments has never been more important. Regardless of your income level or investment goals, an experienced Financial Advisor can help make the difference between success and failure. We are here to help you make sound financial decisions consistent with your comfort level, investment timeline and goals.
Kathy Chesney ChFC, CLU, a Registered Representative from Cuna Mutual is here to help you with these needs. Helping you reach your financial goal is her main objective. She will help you design a strategy to help you build, protect, use and transfer assets in the most advantageous way. Kathy has a strong history of working with Credit Union members and has access to a wide variety of investment and insurance products. Specifically, she can make sure that you have solid answers to these key questions:
Is your retirement money invested properly?
Will you have enough income in retirement?
What should you do with an existing retirement plan from a previous employer?
To schedule an appointment with Kathy, please send her an email at firstname.lastname@example.org or you call her directly at 760-439-6960. Check the background of this investment professional on
FINRA's Broker Check.
Representatives are registered through, securities are sold, and investment advisory services offered through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.