UNCLE Credit Union is pleased to announce they have hired a new financial advisor for their wealth management division. Briand Kitchens, an investment representative registered through broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS), specializes in helping clients manage the financial dynamics associated with preserving, growing and transferring wealth to the next generation.
Briand has expertise in providing investment services and advice to both families and businesses. Prior to joining UNCLE Credit Union, Kitchens served as an Investment Advisor Representative at MassMutual. He holds a bachelor’s degree in communications from Missouri State University and has his California Life and Health license, Finra series 7 and series 66 licenses.
“We gladly welcome Briand to UNCLE Credit Union,” said Harold Roundtree, president and CEO. “He brings superior talent and experience to our investment department so we can continue to provide top tier wealth management services to our members.”
In addition to providing financial planning and investment services, UNCLE Credit Union also offers consumer, home and auto loans, deposit services and online banking services.
For additional information, please call 925-315-2920 or visit online at www.unclecu.org/wealth-management.
