SESLOC announces new CFS* Financial Advisor

SAN LUIS OBISPO, CA (March 29, 2023) — SESLOC Credit Union is pleased to announce the appointment of Chris Datu, a registered financial advisor with SESLOC’s broker/dealer CUSO Financial Services, L.P.* (CFS), to SESLOC’s Wealth Management program.

“We’re excited to offer Chris’ knowledge to our members, he will be a valuable resource to support their financial goals at every life stage. As a long-term Central Coast resident, Chris understands the unique financial needs and challenges of our community,” says Kelli Briggs, SESLOC EVP/Chief Operations Officer.

Chris will serve SESLOC’s membership at all six branches in San Luis Obispo, Paso Robles, Atascadero, Arroyo Grande, Santa Maria and at the Cal Poly campus. He will offer members access to wealth management services including comprehensive financial planning, tax-deferred investments, retirement income strategies, retirement plan rollovers, insurance, and retirement plans for businesses.

Chris brings five years of experience and a passion for helping people achieve their financial goals. Prior to pursuing a career in finance, Chris served in the United States Navy.

About SESLOC Federal Credit Union

SESLOC Federal Credit Union is a not-for-profit, full-service financial institution on California’s central coast since 1942, now operating with five branches in San Luis Obispo, Paso Robles, Atascadero, Arroyo Grande and Santa Maria. With assets of $1 billion, their 160 employees provide valuable financial and educational services to more than 56,000 members. SESLOC membership is open to anyone who lives, works or goes to school in San Luis Obispo or Northern Santa Barbara County. For more information, please visit

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. Credit unions and banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers. For more information, visit For more information about Atria Wealth Solutions, visit


Kara Clark, SESLOC Federal Credit Union
805.543.1816 ext. 224

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