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Cliff Gunthrie, Financial Advisor, CFS

Cliff Guthrie, CFP®

Financial Advisor
CUSO Financial Services, L.P.
904.549.8762
guthriec@c1cufl.org
You can schedule a complimentary financial review to speak with Cliff at these branch locations:
Arlington | Neptune Beach | St. Johns  

 

Originally from Jacksonville, FL, Cliff Guthrie brings a wealth of knowledge to our Investment Services team. He is also the first on our team to have a CFP®, Certified Financial Planner certification.

Cliff holds a Bachelor’s Degree in Finance from Jacksonville University and has worked in financial services since 2012. He has been with Community First Credit Union since March of 2021. In his free time, Cliff enjoys road cycling and golfing.

One thing Cliff looks forward to helping our members with is planning for long term financial goals.

*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. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Financial Advisors 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.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks  owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.