Talk investments with an expert
Saving for tomorrow is easier when someone truly listens. Through our partnership with Cetera, OAS FCU members can schedule a complimentary, bilingual consultation with an independent, third-party financial professional² who starts by understanding what matters to you — your goals, your timeline, and your comfort with risk³.
Whether you’re just beginning to plan for retirement, revisiting your investment strategy, or preparing for a major milestone, Cetera’s advisors offer general financial education and guidance³ to help you make informed decisions with confidence.
What to expect in a consultation
- A friendly, no‑cost conversation: talk goals, timelines, and concerns.
- Simple, jargon‑free guidance: understand options and next steps.
- Personalized recommendations: retirement plans, investment choices, and follow‑up coaching.
Freddy Telleria
[email protected]
(202) 455‑4693
Mauricio Herbas
[email protected]
(202) 602‑6637
Disclosures
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IRS resources are third-party websites not controlled by OAS FCU. Information provided by the IRS is for general informational purposes only and does not constitute tax advice. For personalized tax guidance, please consult a qualified tax professional.
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Third-Party Investment and Availability Notice:
Cetera advisors are independent third-party providers and are not affiliated with or employed by OAS FCU.
Cetera services are currently available only to individuals with a mailing address in the United States, Mexico, Taiwan, China, Vietnam, or Hong Kong.
Cetera Advisor Networks LLC is a member of FINRA/SIPC. Investment products offered through Cetera are not NCUA-insured, not deposits or obligations of OAS FCU, not guaranteed by the Credit Union, and are subject to investment risks, including possible loss of the principal invested.
Cetera is licensed in all 50 U.S. states but does not solicit business in international jurisdictions where it is not registered. Check the background of this investment firm or its representatives on FINRA’s BrokerCheck.
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OAS FCU does not provide investment, brokerage, or advisory services. Investment products offered through Cetera Advisor Networks LLC are not NCUA-insured, not deposits or obligations of OAS FCU, not guaranteed by the Credit Union, and are subject to investment risks, including possible loss of the principal invested.
