Plan for your Financial Future with Kristin Chim

You don’t have to do it alone. Award Winning CFS* Financial Advisor Kristin Chim is here for you.

Gold Keystone award
That’s right! For all Kristin has been able to achieve for our members, CUSO Financial Services, L.P. has yet again awarded her with the 2019 Gold National Keystone Award**. That makes it her eighth consecutive Keystone award!

Know Your Options

Kristin would like to work with you on what makes the most sense for your unique priorities.

Goal OrientedX No obligation
ResponsiveX No pressure
18 Years of ExperienceX No one-size-fits-all mentality

Start planning for tomorrow, today! Contact Kristin at
952-445-0888, ext. 719 to schedule your virtual or in-person free consultation today!

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA/SIPC) and SEC Registered Investment Advisors. Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members or bank clients.
**The Keystone Award recognizes programs having the highest ratio of revenue per $1 million of total deposits.
†For specific tax advice, please consult a qualified tax professional.

Kristin Chim, CFS®
Certified Fund Specialist
Financial Advisor
CUSO Financial Services, L.P. (CFS*)

FINRA licenses are held in FL, IL, MN, TX and WA. Additionally, Kristin is insurance-licensed in MN.

Kristin Chim, certified fund specialist financial advisor

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