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Home > Savings & Investments > Investment Service > WPCCU Financial Advisors

Financial Advisors

Meet Our CFS Financial Advisors

Our CFS financial advisors are employees of the credit union and registered through CUSO Financial Services, L. P. (CFS)^. All credit union members may take advantage of a no-cost, no-obligation meeting.  


                                     Robert Bayliff
Robert Bayliff investment

 * Series 7 - Securities Representative
 * Series 65/66 - Investment Advisor
 * Series 24 - General Securities Principal
 * Life and Health Insurance #0B86287



                                     Patrick Marshall

Patrick Marshall 401k IRA retirement * Series 7 - Securities Representative
 * Series 66 - Investment Advisor
 * CA Life and Health Insurance #0F45771




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To schedule your meeting with a CFS^ Financial Advisor, fill out the form or contact Emily Dixon at 800-300-9728, extension 1623.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

^ 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.

Email disclaimer

Orders and trades are not accepted via emails. Water and Power Community Credit Union will never request sensitive information such as Social Security numbers, online banking PINs, passwords, or account numbers by email or text message. Please beware of solicitors who ask for sensitive information. If you receive an email or text message or any other forms of solicitation requesting this type of information, please contact Water and Power Community Credit Union immediately: 800-300-9728


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