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Rachel Corpuz

Financial Advisor
CUSO Financial Services, L.P.

Phone: 720.496.3490
Email: cfs-rcorpuz@bellco.org

Branches: Downtown, Stapleton^

 

Rachel has been providing a "whole picture" approach for her clients since 2001. She is a CFS* Financial Advisor 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.

^ 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. ("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 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.

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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