Zachary Toelle of Community First Credit Union Awarded Silver Pacesetter Award for Outstanding Performance in Investment Services
JACKSONVILLE, Fla., April 16, 2024 – Community First Credit Union announces that Zachary Toelle, a registered representative affiliated with broker-dealer CUSO Financial Services (CFS) and Registered Investment Advisor at Community First achieved Silver Pacesetter Status for 2023.
Pacesetter Status recognizes the hard work of financial professionals affiliated with CFS/Sorrento Pacific Financial (SPF). To achieve Silver, Toelle ranked in the top 10 to 20% of CFS/SPF financial professionals, generating significant revenue while providing high-quality investment and retirement planning services to Community First Credit Union members. He has served the credit union membership for 12 years.
“We congratulate Zack on reaching Silver Pacesetter Status. This achievement is a result of his continued outstanding service provided to our members,” said John Hirabayashi, CEO and president of Community First. “Zack is dedicated to tailoring financial strategies to our members’ goals and this recognition is another reflection of his commitment to our membership.”
Community First Credit Union of Florida, named Florida’s 2022 Credit Union of the Year by the LSCU, is a state-chartered credit union based in Jacksonville serving anyone who lives or works on the First Coast. Community First is one of the largest credit unions in Florida with $2.8 billion in assets and serving 173,000 members. Community First has 21 locations and more than 450 employees. A not-for-profit, Community First is a full-service financial institution offering banking, loans, mortgages and investments for consumers and businesses across the First Coast.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to over 200 financial institutions throughout the country, with $30+ billion in AUA. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers. For more information, see www.cusonet.com or visit their LinkedIn pages: CFS and SPF.
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