Financial Resources Federal Credit Union’s Wealth Advisor Brian Karl, Receives Outstanding Wealth Management Services Award
Financial professional achieves national ‘Gold Pacesetter’ status and is inducted into CFS Hall of Fame
February 2023
Financial Resources Federal Credit Union is proud to announce that financial professional Brian Karl received the 2022 Gold Pacesetter Award during the annual Gold Pacesetters Conference at the Ritz-Carlton Maui. The award, presented by Valorie Seyfert, President of CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), honors the top financial professionals among the 200 wealth management programs affiliated with CFS and SPF.
The annual Gold Pacesetter awards recognize leading financial professionals for their commitment to high standards, superior service and outstanding performance in delivering wealth management services to members and clients.
“We are honored to recognize Brian as one of our 2022 Gold Pacesetters,” said Valorie Seyfert, president of CFS and SPF. His dedication to members and clients is remarkable, and we are so proud of his success and determination throughout the past year.”
Mr. Karl was also inducted into the CFS/SPF Hall of Fame at the conference. Established in 2014, the Hall of Fame recognizes financial professionals in financial institutions who have achieved Gold Pacesetter status ten times.
“We congratulate Brian on achieving Gold Pacesetter status and for his prestigious induction into the CFS/SPF Hall of Fame,” said Financial Resources Federal Credit Union’s CEO, Frank Almeida. His focus on providing the highest caliber of service to members and clients reflects our commitment as a financial institution and is an inspiration to us all.”
About Financial Resources Federal Credit Union
Financial Resources Federal Credit Union (FRFCU) headquartered in Bridgewater, New Jersey, has been in business for over 100 years. Formerly the Ethicon Employees Federal Credit Union formed by a group of Johnson & Johnson employees FRFCU is now one of the largest Credit Unions in New Jersey.
The Credit Union is a member-owned, not-for-profit cooperative. We offer a variety of financial products and services to our members, and business services for member companies, organizations, and the communities of greater New Brunswick/Somerset, NJ area. Public access branches are located in Bridgewater, Flemington, Green Brook, Hillsborough, Jersey City and Somerset New Jersey.
We have more than 26,000 members across the United States and assets in excess of $550 million with approximately 100 employees.
About CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC
CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF) are independent wealth management subsidiaries of Atria Wealth Solutions and provide brokerage and advisory services. Each broker-dealer is registered with the Securities and Exchange Commission (SEC) as both a broker-dealer and investment advisor and are members of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Established in 1997, CFS and SPF specialize in placing and supporting investment programs within financial institutions. From their headquarters in San Diego, the companies provide customized investment and insurance solutions to over 200 banks and credit unions across the country with over $40 billion in assets under administration and deliver expertise in key areas, including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.
You can reach Brian Karl, CFP ® Wealth Advisor at 732-729-4684 908-477-9701 www.myfinancialresources.org or bkarl@finresc.org.
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.