Bruce Winston

When it comes to financial advice, I like to take a holistic approach. Rather than pitching the “hot stock” of the moment, I prefer to take a look at my clients’ long-term goals and help them to craft an investment portfolio that matches their needs at every stage of life—from putting their kids through school to saving for retirement.

With an MBA and as an Investment Advisor with my Series 7, Series 63, and Series 65 credentials registered with CFS^*, I come to Technology Credit Union with over 17 years of investment advisory experience. I employ my extensive pre-retirement, post-retirement, and investment planning experience for my clients’ benefit, but the main reason that my clients choose to work with me is the personal attention. I enjoy getting to know my clients and take great pride in helping them ensure that they are happy with the service they receive and the financial goals they achieve. Just like every client, every portfolio is unique and deserves individual consideration.

As we work together, the members of Technology Credit Union can expect a client-based, financial planning approach. To help maximize our relationship, together we work to develop the following:

1) Identify their financial needs

2) Recommend appropriate solutions

3) Implement an attainable investment strategy

If you feel that you’re ready to start thinking about working to help build your personal nest egg and meet your financial goals, I encourage you to make an appointment to meet me. Feel free to contact me at my office anytime to schedule a meeting—I look forward to meeting you and helping you to build a solid financial future.

Bruce Winston is registered through CUSO Financial Services, L.P. (CFS), our broker dealer, in the states of California, Georgia, Utah and Texas.

*Investment products and advisory services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Tech CU and registered through CFS. Tech CU is in partnership with CFS (Member FINRA/SIPC and SEC Registered Investment Advisor).