Schedule Your Complimentary Consultation
Use our scheduling tool to set up a free, no-obligation meeting with our CFS Financial Advisor. Meetings are available in person or via call.
For more than twelve years, Waleed has taken a holistic approach to financial planning and investments based on what’s important to the member regarding specific objectives, risk tolerance and time horizon. His approach has helped individuals, their families and business owners achieve financial success and peace of mind. Waleed provides a comprehensive suite of investment and insurance products suited for retirement and estate planning. His expertise includes working with military and government benefit plans.
Waleed is a graduate of the University of Texas with a BBA in Business Administration and Management. His qualification licenses include Investment Advisor, General Securities Representative and General Lines Insurance agent for Life, Accident and Health.
Waleed is married with two daughters, and in his spare time he likes cheering on the San Antonio Spurs and the Dallas Cowboys. He has a passion for lawn and gardening and is exceptional at Kamado-style cooking.
Waleed Khan
Financial Advisor
CUSO Financial Services, L.P. at Generations Investment Group
*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. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, L.P. is a subsidiary of Atria.
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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.