Financial Advisor, CUSO Financial Services L.P. (CFS)*
Teresa Patrick is a registered representative with CUSO Financial Services, L.P. (CFS)*, the investment services provider for SkyOne. With nearly a decade of financial planning experience, including prior experience at New York Life, Teresa is a LUTCF®, Life Underwriter Training Council Fellow, professional, which provides a solid foundation of knowledge in the areas of ethics, financial planning and risk management, and concentration on advanced planning insurance solutions, mutual funds, annuities and long-term care.
As a CFS Financial Advisor at SkyOne, Teresa exemplifies SkyOne’s philosophy of people helping people. With a wealth of experience helping clients plan for their future and protect their loved ones, she takes a holistic approach when providing financial advice to members.
Prior to becoming a financial advisor, Teresa worked in the banking sector in real estate lending. Through the great recession, Teresa witnessed firsthand many families’ plight due to lack of proper financial planning and understanding of their financial decisions. As a result, she decided to become a financial advisor to help clients plan for their future and prepare for the unexpected.
Teresa values honesty, integrity and transparency and embodies these values in her everyday work, and she believes the key to having a great attitude comes from keeping a healthy mind and body. In her personal time, Teresa loves outdoor activities like hiking, jogging and weightlifting. Teresa is also a fan of jazz music.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“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. SkyOne Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Teresa is securities licensed in AR, AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, NJ, NY, NV, OH, OR, TX, WA, WY, and insurance licensed in CA (#0D97772).