JACKSONVILLE, Fla., April 5, 2022 – Community First Credit Union announces four of its investment services providers have earned 2021 Pacesetter Awards from CUSO Financial Services, LP (CFS). The Pacesetter Awards honor top-producing registered representatives for sales and service among CUSO’s nearly 200 financial institutions’ investment services programs.
For the 17th consecutive year, Wealth Advisor Mark Fitzmorris was awarded the 2021 Gold Pacesetter Award for passion, innovation and success. Mark is also a member of the CFS Hall of Fame. Fitzmorris was credited with generating significant revenue while providing high quality investment and retirement planning services to Community First Credit Union members.
First time winners this year, include Financial Advisors Zachary Toelle for the 2021 Silver Pacesetter Award and Edwin Reynolds and Michael Young for the Bronze Pacesetter Award.
The annual awards are presented by CFS to recognize top registered representatives for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to members.
We are extremely proud of our program and the success we have as a team to help our members towards their financial goals,” said John Hirabayashi, president and CEO of Community First Credit Union. “Mark’s accomplishment and the outstanding service he has provided our members is worthy of recognition, and we are pleased to have Zachary, Edwin, and Michael receive Pacesetter recognition this year as well.”
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to nearly 200 credit unions and banks throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com or www.sorrentopacific.com.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members or bank clients.
Community First Credit Union 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 $2.5 billion in assets and serving 160,000 members. Community First has 19 locations and 355 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.
Investment products are offered by CUSO Financial Services, L.P. (Member FINRA/SIPC) and are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value.