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Richard Chambers Recognized with CFS Gold Pacesetter Award

CUSO Financial Services (CFS) Annual Conference in San Diego.

September 1, 2015

winners holding a large grand prize checkRichard Chambers, CFS Senior Investment Advisor at BCU, was honored with the Gold Pacesetter Award at the recent CUSO Financial Services (CFS) Annual Conference in San Diego.

One of only 65 awards given out nationwide, the achievement highlights Chambers as part of an elite group of advisors meeting top goals in production and outstanding service to clients. Rick Orr, Director of BCU Investment Advisors, presented the award to Chambers, along with CFS CEO, Valorie Seyfert, and COO, Amy Beattie.

In its 17th year, the conference is co-hosted by CFS’s sister company, Sorrento Pacific Financial. It provides executives, financial advisors and investment program managers at financial institutions across the US with the latest investment strategies and resources.

“I got called up to the stage, but this award is really about the Credit Union members who entrust the Investment Advisors team with their future.” Chambers said. “The faith they place in us means everything.”

Chambers has more than 20 years of financial services experience. A Chartered Retirement Planning CounselorSM, Chambers has a bachelor’s degree in business administration from West Liberty State College and holds licenses in life and health insurance. He also holds FINRA Series 7, 65 and 63 licenses.

For more information on BCU Investment Advisors available through CFS, visit BCUIA.org.

Appearing in image: Richard Chambers (center right) received a Gold Pacesetter Award, presented by Rick Orr (center left).



*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. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members.