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Barbara Koontz 
Financial Advisor, CUSO Financial Services, L.P.

Barbara is a Registered CFS* Financial Advisor, has been in the Financial Services Industry for over 25 years. She has a Master’s Degree in Education which has equipped her to take an educational approach to Retirement and Financial Planning.

She takes a “needs based” approach to all Financial Planning categories. She is experienced in PERS & Retirement planning, Risk analysis, Income planning and risk management, provides assistance in planning for Medicare.

She conducts a variety of educational Workshops: Is PERS enough?; What are my Social Security Choices?; Where does Tax-Free Fit?; ABC’s of Medicare; Aging into Medicare?; Women’s Road to Financial Independence.

She currently resides with her husband on an “original donation land claim” ranch in Brownsville. She has two grown children: Kalyssa is a teacher/coach in Arizona, Kyle is a welder and finishing his degree to be a counselor.

Licenses include, series 7, 26, 6, 63, Life, Health, Property & Casualty, Variable Lines.

For an appointment, call (503) 588-0181 ext. 3540 or email [email protected]
 

*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.

 

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.