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Lisa Anderson, CFS Financial AdvisorLisa Anderson

Financial Advisor
CUSO Financial Services, L.P.*
You can schedule a complimentary financial review to speak with Lisa at these branch locations:
Bartram | Baymeadows | Beach | UNF   

Complete the form below to contact Lisa Anderson today!

Originally from Buffalo, New York, Lisa joined the Community First team of CFS* Financial Advisors in December 2021. She brings over 25 years of knowledge and experience to our Investment Services team.

Lisa holds over 5 licenses (Series 7, Series 63, Series 65, CRC, and Life Health Annuity) and is registered to sell all types of security and insurance products. She specializes in a holistic approach in helping clients prepare for retirement, as well as all aspects of life.

Lisa is married, has three children, and two beautiful grandchildren. In her free time, Lisa loves to travel, cook, and get involved with her church.

Lisa is looking forward to serving all of our current and upcoming members in the Northeast of Florida!

Check the background of this investment professional on FINRA's BrokerCheck.

*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.

Rev. 4.22