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Wealth Management

Refer-a-Friend to a Wealth Manager and you could earn $50

Not only do you get to earn but so does the friend. That's right, we'll give both you and your friend a $50 Visa gift card when he or she meets with an Advisor for the first time. You can refer up to two people as part of this special offer, earning up to $100.

$50 Gift Card Offer Details

  • Refer a friend or family member to meet with a CFS*** Wealth Advisor at SMCU by March 31, 2020
  • When your friend meets with one of our Wealth Advisors, he or she will receive a $50 Visa gift card on the spot
  • Your $50 Visa gift card(s) will be mailed to you -- limit two

If you know someone who needs a new Wealth Advisor, or who has never had formal financial planning services before, send them our way by March 31! Feel free to call or click below and complete the Connect with a CFS Wealth Advisor section. Be sure to mention your name as Referrer in the "How May We Help You?" area.



Send your friend to the Advisor that works best...

Consultations are complimentary; no investment is required to earn the $50 referral bonus.
Anatoly Vilderman 
Wealth Advisor
CUSO Financial Services, L.P.
Westlake, Daly City, South San Francisco, San Mateo, and Half Moon Bay branches
CA Insurance License #0G92490
(650) 562-1250

Photo-of-manEmilio Johansen
Wealth Advisor
CUSO Financial Services, L.P.
Redwood City, East Palo Alto, and Half Moon Bay branches 
CA Insurance License #0D76283
(650) 817-1970

*$50 referral gift card offer is available for all current CUSO Financial Services, L.P. (“CFS”) clients. New client must complete an initial in-person meeting with one of the SMCU CFS Wealth Advisors no later than March 31, 2020 to be eligible for the offer. Limit two (2) referral bonuses for the referring client for a total of $100. Appointments with a CFS Wealth Advisor are complimentary and no investment is required to be eligible for this offer. SMCU membership is a requirement of investing with a CFS Wealth Advisor; standard membership eligibility guidelines apply. New client will receive the $50 gift card at the time of the appointment. Referring client will receive the $50 gift card by mail. Must be age 18 or older to participate in this special offer.

**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. San Mateo Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.