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  Our Advisors  
 

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®

Financial Advisor
CUSO Financial Services, L.P.


800/ 290-1112 x5063
send email

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.

To schedule a no-obligation appointment with Colin, please click HERE.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CRPC® is a registered service mark of the College for Financial Planning.

 
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. American First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.