Investment Accounts & Services
Pursue your goals with help from the investment services at 1st United Credit Union, available through CUSO Financial Services, L.P. (CFS)*
Financial planning for all of life’s stages.
We believe everyone should have access to the personalized financial guidance needed for a bright future. That’s why 1st United offers investment and retirement planning through CUSO Financial Services, L.P. (CFS)*.
Whether you are considering retirement, pivoting for a new life event, or would like a second opinion on your current investment strategy, our CFS financial advisor is available to help. Services include:
Retirement Planning
Estate Planning
Income Planning
Life Insurance
Tax-Deferred Investments
College Funding
Long-Term Care Planning
Meet Your Advisor
Rahil Machiwalla has been a financial planner since 2009 and has had the pleasure of working at a variety of firms including Citicorp Investment Services, Citi Smith Barney, Morgan Stanley Smith Barney, Chase Investment Services, and CUSO Financial Services L.P. He transitioned to 1st United Credit Union in 2011 because he believed the credit union philosophy of "people helping people" matched his consultative, down-to-earth style.
Rahil identifies his clients’ goals and makes it a priority to support them personally, professionally, and financially. He has the ability to connect with his clients and understand their objectives, time horizons, and comfort level with risk. Please let Rahil know how he can best assist you.
Rahil Machiwalla, Financial Advisor
CUSO Financial Services, L.P.
CA Insurance Number: 0G20361
(925) 598-4718 | Rahil.Machiwalla@cusonet.com
CA Insurance Number: 0G20361
(925) 598-4718 | Rahil.Machiwalla@cusonet.com
Check the background of this investment professional.
Bring $25,000, Get $100**
Rollover an existing IRA or 401(k) or get started investing with as little as $25,000 and we’ll give you $100.
Personalized Planning For You
*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members. Please consult a qualified tax advisor for specific tax advice. View CFS Referral Disclosure
Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.
**$100 gift card provided to all Credit Union members who roll over their IRA, 401(k), of 403(b) of $25,000 or greater or who invest $25,000 with CFS. Limit of one $100 gift card per member. We cannot compensate more than $100 per person per year. Must be 18 or older to participate. CFS reserves the right to provide a rain check or a substitute of equal or greater value.
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.
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