LOCAL FINANCIAL ADVISOR RECOGNIZED FOR LEADERSHIP AMONG PEERSWendy Cundari, a financial advisor with Metro Investments Services located at San Diego Metropolitan Credit Union, has been named a “Woman of Distinction” - a recognition which honors female financial advisors for their performance and extraordinary efforts in promoting financial security.
The Woman of Distinction recognition is presented by CUNA Brokerage Services, Inc. (CBSI) to top female advisors across the broker-dealer operation. Candidates are nominated by industry peers and selections are based on criteria including annual performance metrics and quality of service to clients.
For being recognized as a Woman of Distinction, Mrs. Cundari will participate in a national mentoring program where she will have the opportunity to mentor and develop resources for female advisors who are new to the industry.
Mrs. Cundari is a registered representative of CBSI – the leading broker-dealer serving the credit union marketplace bringing members quality, personalized financial products and services. Services include retirement planning, financial management, insurance and wealth management.
For a no-cost, no-obligation consultation with San Diego Metropolitan Credit Union, visit METRO Investment Services or call (619) 278-5992.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. Not a deposit of any financial institution.
© CUNA Mutual Group, 2018