ABNB Federal Credit Union’s ABNB Financial welcomes new Financial Advisor
SAN DIEGO, CA (August 10, 2017) — ABNB Federal Credit Union is pleased to announce that Heiner Kessler has joined the ABNB Financial Team. Kessler joins ABNB as a Financial Advisor following nearly a decade of assisting individuals in every stage of their financial lives. Kessler is well versed in all aspects of financial planning including: initiating IRAs, planning for college, establishing term insurance, income planning in retirement, long-term care insurance, and leaving a financial legacy.
CUSO Financial Services, L.P., Program Manager, Mark Curtis, noted, “We are excited to have Heiner join our team at ABNB Financial. Heiner comes to us with a background in banking and financial planning. Heiner focuses on learning as much as he can about each of the members he meets and then helping them put together a plan that fits their needs and wishes.”
Heiner looks forward to implementing his understanding of meaningful member relationships by developing personalized solutions for members and piloting appropriate adjustments as members’ goals and needs change over time. In order to offer best recommendations for ABNB members, Heiner Kessler holds series 6, 63, and 65 securities licenses, as well as Virginia life, health, and variable contracts licenses.
About CUSO Financial Services L.P.
CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF) are full-service broker-dealers and subsidiaries of Atria Wealth Solutions. Each broker-dealer is registered with the Securities and Exchange Commission (SEC) as both a broker-dealer and investment advisor and are members of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Established in 1997, CFS and SPF specialize in placing and supporting investment programs within financial institutions. From their headquarters in San Diego, the companies provide customized investment and insurance solutions to over 200 banks and credit unions across the country with over $40 billion in assets under administration and deliver expertise in key areas, including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers. For more information, visit cusonet.com
