Meet Your Advisor
As a member of AAACU, you have access to our Financial Advisor Brendan McMurtrie available through our broker-dealer CFS*.
Brendan McMurtrie’s career in financial services spans more than two decades in professional roles across many facets of the industry from sales and marketing to operations and regulation. He has been a registered investment advisor for 14 years and currently serves as a Financial Advisor at CUSO Financial Services in San Diego.
Brendan’s primary goal when working with clients is to simplify the complexity of financial planning. He offers well-rounded advice and personalized solutions that include planning for life events, leaving a legacy, developing budgets and transitioning wealth. To increase awareness of the importance of having a financial plan in place, Brendan also offers free educational workshops to local schools and networking groups.
Away from the office, you can find Brendan volunteering for community organizations that support athletics, health and education. He also enjoys spending quality time with his wife and two kids, hiking on the beautiful trails in San Diego County and attending concerts in the park with local bands.
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, Brendan is here to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
If you would like to learn more about our services, feel free to contact Brendan by calling 858-805-7935 or by emailing firstname.lastname@example.org.
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. Alpena Alcona Area Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.