Photos, Videos, Events, Promotions & Jobs
Events, Promotions, Jobs & Articles
Company Info, Services & Connections
Video, Tutorial, Demos & Seminars
Photos and Short Videos
FIND A LOCATION:
Financial Center Manager
Mortgage Loan Officer
Financial AdvisorCUSO Financial Services, L.P.* at UFCU
Associate 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.
—The first thing clients notice when they step into his office? It’s the burnt orange.
Check the background of this investment professional on FINRA’s BrokerCheck.
As an economics graduate of The University of Texas at AustinTM and a graduate of UT’s Financial Planning Certificate Program, it’s safe to say James is a die-hard Longhorns® fan.
“I was in college during the Great Recession of ’08, and I needed a deeper understanding of the economic phenomena going on around me. Studying economics helped me to develop habits of careful thought, engage the world of current affairs, and explain why economic phenomena occur and how performance might improve. These are skills I use every day when helping Members,” he says.
To James, every dollar has a story, and he’s passionate about what he does. His first clients were his parents. His second? His sister. He practices what he preaches and jokes that if he weren’t doing a good job, his whole family would have to move in with him! James serves Members primarily at our Lakeline location, and focuses his practice on education and transparency.
“I’m genuinely interested in the financial well-being of our Members, and when you meet with me, I’m going to treat you like family. It’s the best way to foster a solid foundation of trust.” Whether you’re just starting out as an investor, planning for retirement, or looking to protect your wealth, James is here to help you through all of life’s stages.
James is a native Austinite, but spent his early years in Colombia, where he became fluent in Spanish. When he’s not working or studying in his spare time, he enjoys playing sports, traveling, and spending time with his wife and four pups, Rocky, Marley, Mia, and Rico.
What was your favorite TV show growing up? “‘The Fresh Prince of Bel-Aire.’ Will Smith is hilarious!”
What is the number one item on your bucket list? “Definitely skydiving! I want to experience the thrill but I just don’t want to do it alone.”
What is your favorite quote or saying?
“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” — Robert G. Allen
—When a Member works with Frank, they receive the excellent service, solution, and satisfaction they deserve.
Small leaks can sink big ships. As an investment advisor with over 14 years of experience, Francisco (Frank) Gonzalez knows this very well. It’s how he’s made his career. “People are usually pretty good at identifying big problems; Surprisingly, it’s the small ones that can end up causing the most harm.”
Frank’s job on the team is to pick apart the financial world of the Member, identify the risks, help neutralize them, and look for opportunities to improve along the way. Outcomes ultimately boil down to two things: better numbers at the bottom of the ledger and happier clients at the end of the process. The result is different for every person he meets, which is part of what he loves about his role.
Frank is a native Austinite and, impossible as it may sound, he can remember a time when traffic actually flowed on I-35. He is married to his much better half, Laura, with whom he shares a darling daughter named Brinley. He has been a Longhorns and Cowboys fan as long as he can remember and looks forward to educating Brinley about the superiority of the teams he likes to support.
When he’s not in the office, you can catch Frank smoking bar-b-q, watching football with his daughter, or making beer in his garage.
What is your favorite quote or saying?
“If past history was all there was to the game, the richest people would be librarians.”— Warren Buffett
What are your favorite sports teams? “The Dallas Cowboys, San Antonio Spurs, and UT Longhorns.”
What is your favorite holiday?
“My favorite holiday is Christmas. I enjoy watching my daughter open her gifts and seeing the biggest smile on her face. We also get together with family and cook a special Christmas dinner.”
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.