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All UFCU locations will be closed Monday, October 9, 2023, for the National Holiday. We will resume normal hours October 10. Read More
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Financial AdvisorCUSO Financial Services, L.P.* at UFCU
* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Check the background of this investment professional on FINRA’s BrokerCheck.
With over 20 years of experience in financial services, Pete has a wealth of knowledge that has helped clients navigate through just about every type of market or financial situation. He has approached financial planning from various viewpoints: as an advisor, portfolio strategist, and banking officer. He’s helped clients through all stages of planning: saving for and growing a portfolio, college planning, increasing retirement income, estate planning, and wealth transfer. His years of experience in investment strategy analysis, market research, and financial planning have made him a valuable resource for UFCU Members.
Pete first moved to Texas to play football for SMU where he graduated with a business degree in finance. After several years in Dallas as an advisor, he moved to San Diego where he eventually realized he couldn’t surf and headed back to Texas. This time, he was drawn to Austin for its live music scene. As an avid concert goer and band follower, he’s been to almost every single SXSW and ACL Festival since he’s lived in Austin. He still drops in on Red River occasionally for barbecue. He and his daughter enjoy camping and mountain biking through the great Texas State Parks and road tripping around the South.
What is your favorite TV show?
Hard to say, but definitely something on one of the PBS channels, likely made by Ken Burns.
If you could meet anyone, who would it be?
Warren Buffett, but I’d settle for lunch with Elon Musk.
What is your super power?
Having the ability to enjoy eating any single item on almost every menu in every Austin restaurant. But not all at once, of course.
UFCU members can participate in the National Shared Branch Network, enabling you to transact UFCU business at hundreds of locations throughout the country. Learn more about the National Shared Branch Network, and where to find a location near you.
Important Note: ATMs at shared branch locations are not fee-free. To locate fee-free non-UFCU ATMs, please visit the ATM Alliance.
Wherever you are, UFCU membership means free access to many ATMs across Central Texas and Galveston County.