To reach your personal dreams and goals, it takes expert financial insight, planning and consistent steps now to create the financial freedom you desire
Get financial guidance from a professional.
Our Financial Advisor, registered through CUSO Financial Services, L.P. (CFS), a broker dealer, is available to help you put together a comprehensive,
fully customized plan.
Colin Babb, CFP®, CRPC®
CUSO Financial Services, L.P.
As a Financial Advisor with CFS*, Colin provides American First Members with a comprehensive financial planning platform that is tailored to each of their individual needs and goals. Colin can offer solutions for families, individuals, and businesses due to the vast resources that are available through his financial planning process. Because service is a cornerstone of successful long-term relationships, his clients can expect honest and constant communication.
Colin received his degree from the University of Southern California in International Relations with emphasis in Economic Development; he also holds his Series 7 and Series 66 Security Licenses. Colin is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
Colin specializes in retirement planning, particularly with wealth accumulation and income needs planning and is able to provide members with a variety of investment options and strategies. He currently resides in Huntington Beach with his wife Kira and their dog Murphy.
Colin is insurance licensed in California (#OF87786), Nevada (#699139), Arizona (#983574), Colorado (#402137) & Illinois (#9856631) and is securities licensed in CA, AZ, NV, CO, IL, MO, UT & WA.