parsons federal credit union parsons fcu parsonsfcu

Parsons Federal Credit Union

Investment Services

We believe in planning for your future today. As part of our dedication to your financial success, Parsons Federal Credit Union Investment Services, available through CUSO Financial Services, LP, provides you access to our professional investment services and strategies for all members. Take advantage of the professionalism of our CFS* Financial Advisor and learn more about our retirement, financial, education, and insurance planning services. Contact Tiffany today to set up a no-cost, no-obligation consultation to meet and discuss your goals.

Meet Your Investment Team

Tiffany Yee, Financial Advisor CUSO Financial Services, L.P.

Tiffany Yee  

book a meeting

Phone: (626) 389-3078

Email:   tiffany.cfsinvest@parsonsfcu.com

Tiffany has over a decade of experience in the financial services industry. Prior to joining CFS in 2016, she worked at the Financial Planning Division of MetLife and Ameriprise Financial. Tiffany fulfills her role as an investment manager and fiduciary by using a holistic financial planning approach to help clients achieve their unique retirement and investment goals.

Tiffany grew up in Honolulu, Hawaii and received her Bachelor's Degree from the University of Southern California. She resides in Pasadena, and her hobbies include travel, gardening, swimming, and spending time with her Shiba Inu dogs.

Retirement Income Planning

Retirement should be about enjoying yourself, not questioning your retirement plan. Our CFS representatives will provide you with the guidance and support you need to help take charge of your retirement. Ask about 401K, deferred compensation, and ESOP rollover options.

Education Planning

No matter your child’s age, it’s never too early to start planning for college. With our experience and guidance, we will help create the right plan to try to maximize your savings.

Insurance

Your life is impossible to replace. Life insurance can help provide you with peace of mind and help provide your family with financial stability and security when it matters most.

Financial Planning

Investing isn’t just about money – it’s about your future. Let us help you create the future you want for yourself and your family. Whether you’re an experienced investor or new to investing, we’re here to help you every step of the way.

Investment Services for Business

The confidence in the relationship you have with your personal accounts now extends to your business. Let us help you set goals and plan for the future of your business. If you are looking for business services, insurance, or investment advice, CFS is here to help.

You can access free webinars, lifestage calculators, and more by visiting our CFS Investment Services Portal. 

CFS PORTAL

*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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.