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Financial Advisor

Pedro Ureno

Costa Mesa

800.462.8328, Ext. 4116 Option 1

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

CBSI is under contract with the Credit Union to make securities available to Members.

Serving in the financial services industry for more than seven years, Pedro enjoys helping Members identify their goals and creating a plan to help reach them. 

For Pedro, having a destination in mind when planning for retirement is essential. “It’s all about visualizing what you want to do when you retire,” he says. “Do you want to maintain your lifestyle or do you have more ambitious prospects? The answers to these questions make all the difference in the plan we create together.” 

Pedro is FINRA registered to sell securities.

In his spare time when he’s not spending time with his wife and kids, he likes to increase his knowledge reading about anything and everything, as well as play baseball. 

To make an appointment with Pedro, call 800.462.8328, Ext. 4116, Option 1. 

Retirement Planning Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3556543.1-0421-0523.

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