TOOLS & RESOURCES
Your Future Is As Unique As You Are
At NASA Federal Credit Union, we want to help you develop a sound investment plan to reach your goals and achieve your dreams. To help you do that, the CFS* Financial Advisors at NASA Federal Credit Union offer educational Investment Seminars throughout our branches, throughout the year. Financial Advisors, registered through CFS*, are available to meet with you and discuss:
- Retirement Planning
- Investment Strategies
- Life Stage Financial Planning
- Asset Allocation and Portfolio Analysis
- Education Funding
- Insurance and Income Protection
- 401(k)/TSP/403(b) Rollovers
- Traditional IRAs/Roth IRAs/SEP IRAs
Schedule a complimentary, no obligation appointment with Erdal Elmas, Brian Waak, Financial Advisors at NASA Federal Credit Union Investment Services, registered through CUSO Financial Services, L.P. (CFS*) or Peter Cosentino, Financial Advisor at NASA Federal Credit Union Investment Services today.
Erdal Elmas, Financial Advisor, CFP®
Mr. Elmas receives his greatest satisfaction in helping individuals design personal investment strategies to help achieve their financial goals and objectives. He understands the Thrift Savings Plan, CSRS, and FERS and frequently conducts seminars on investment planning strategies.
Phone: 301-249-1800, ext. 514.
Check out Erdal's investment calendar.
Brian Waak, Financial Advisor, CFP®
Mr. Waak is dedicated to helping members develop personalized plans to save for the future and achieve financial independence. He works with members to implement strategies to help meet their retirement needs and reach their financial planning goals.
Phone: 301-249-1800, ext. 214.
Check out Brian's investment calendar.
Peter Cosentino, Financial Advisor
Check out Peter's investment calendar.
*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. NASA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
® CFP and Certified Financial Planner ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.