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Rachel Corpuz

Financial Advisor
CUSO Financial Services, L.P.

Phone: 720.496.3490

Branches: Downtown, Stapleton^

Rachel has been providing a "whole picture" approach for Bellco members since 2001. She is a CFS* Financial Advisor at Bellco Credit Union and utilizes her extensive knowledge of retirement planning, investments, estate planning, and insurance to help identify her clients’ needs and help develop comprehensive strategies to meet their financial goals.

Rachel graduated Summa Cum Laude with a Bachelor of Science in Business Administration from the University of Colorado Denver. There, she was also awarded the Dean’s List Scholarship for high scholastic achievement. Rachel holds series 7 and 66 securities licenses and is licensed to provide financial advice to residents of Colorado, as well as, AZ, FL, NY, WA, CA, WY, and MT.

^ this location is available by appointment only

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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: 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 Bellco. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**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, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.


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