Adam J. Wass is a Financial Consultant in our Anaheim and Huntington Beach offices of Financial Partners Credit Union. He has been assisting individuals and corporations plan for their financial futures for over 17 years. Adam has worked in all facets of the investment world, serving a diverse clientele including young individuals, families, retirees, self- employed persons, professionals and businesses. He has extensive experience with 401k and pension plan distributions, as well as, individuals who have large sums of money and are in need of Estate Planning. Prior to joining the Financial Partners CU Services team, Adam was Vice President of Investments, Regional Sales Director for a major West Coast Investment Firm. Adam can be seen conducting Educational Financial Seminars in Huntington Beach, Long Beach, and Seal Beach throughout the year. He also is the vice president of finance of the Boeing National Manager's Association, Beach Cities chapter.

When asked to comment on investment Philosophy, Adam shared the following, "My philosophy is based on proven techniques that have stood the test of time in producing wealth: Patience, Diversity, Set Goals, Risk Management, Investment Selection, and Proper Planning. I believe that before we can choose an investment we need to choose the reason for investing and from there we begin the process of putting together the right plan for achieving our client's desired objective.

I have chosen to work with Financial Partners CU because of the desire within everyone here to serve the best interests and well being of you, the client."

License # OB64535

Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk and may lose value, are not obligations of or guaranteed by the credit union. CBSI is a registered broker/dealer in all fifty states of the United States of America.