Bob O'Connor

Financial Advisor

CUSO Financial Services, L.P.

at UNCLE Credit Union

Check the background of this investment professional on FINRA BrokerCheck

Bob believes there is no “rule of thumb” when it comes to planning for life goals. With over 17 years of industry experience, he believes any such plan requires considerable thought and planning. He also knows that plans can always change as life happens. He is committed to working with individuals and families to define and refine financial goals and preparing actionable plans to meet those goals. But that is just the start of a healthy financial relationship. The next part is ongoing sharing of life information to adjust those plans as needed. You have a planning partner in him and his broker-dealer, CUSO Financial Services.

Bob has a series 7,63, and 65 held with CUSO and is also life and annuity licensed in California and Hawaii.

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