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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Steven Liang, CRPC®

Financial Advisor | CUSO Financial Services L.P.

877-695-2328 ext. 6375

818-638-6475

STEVEN.LIANG@CUSONET.COM

Steven is based at our Glendale location and covers all of our branches by appointment. Steven is securities-licensed in AZ, AR, CA, CO, DC, HI, IN, KS, LA, MN, NV, NY, NC, OK, OR, TX & WA.

CA Insurance License #0F54979

John Herrera

Financial Associate | CUSO Financial Services L.P.

877-695-2328 ext. 6395

818-638-6479

JOHN.HERRERA@CUSONET.COM

John is based at our Glendale location and covers all of our branches by appointment. John is securities licensed in CA.

CA Insurance License #0G82562