University Investment Services, powered by CommunityAmerica Financial Solutions, LLC (CAFS)* was established to provide you with a fully integrated member experience to help better serve your financial goals. We can offer you with a broad suite of investment products and services to give you more flexibility to customize your financial goals. Our core purpose is to help give you, the university community, a financial edge, and we are committed to doing so. Our Member Financial Advisor, Al Durazo, can help educate and guide you down the financial path that best suits your needs.

 

Our services can help you down whichever path is right for you

 

Account Types

  • Retirement Plans
  • 40l(k), 403(b), and 457 Rollovers
  • TSP Rollovers
  • Brokerage Accounts
  • Advisory Accounts
  • IRA’s
  • 529 College Savings Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Investments

  • Bonds
  • Common Stocks
  • Government Securities
  • Annuities

Al Durazo headshot

 

Meet our Member Financial Advisor

 

Al Durazo is University Credit Union’s Member Financial Advisor. His career in the financial services industry spans a period of over 16 years. His experience has helped members navigate through market cycles by maintaining disciplined strategies for financial stability in accordance with member objectives. 

 

Al focuses on building long-term relationships through dedicated commitment and personalized service. He provides advice to assist members with their financial goals to give them peace of mind. Al holds FINRA licenses Series 7, 63, and 65, and is a licensed life and health insurance agent. 

 

To schedule an appointment with Al, you can contact contact him at 424.433.3390 or email him at adurazo@ucu.org.

Al Durazo is insurance licensed in California.
California insurance number: 0H23063

Check the background of this investment professional in Broker Check in a new tab

 

University Credit Union and Community America Financial Solutions, LLC Logo

*Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor.  Products offered through CAFS: 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. Representatives are registered through CAFS. University Credit Union (“UCU”) has contracted with CAFS to make non-deposit investment products and services available to credit union members. UCU and CAFS are unaffiliated.  University Investment Services is a marketing name used by CAFS. For further disclosure information, click here.​

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Creating A Financial Plan

The right plan will reap benefits.

Consolidating Retirement Accounts

Consolidate accounts into one portfolio and potentially save money on annual fees.

  • Move your investments forward.
Estate Planning Strategies

We'll help you get your affairs in order for your heirs.

Investment Options

Focused on your financial well-being.

Retirement Planning

Invest intelligently and retire happily.

  • Consolidate accounts into one portfolio and potentially save money on annual fees.

Questions?

We have an abundance of answers and we’re always happy to dispense them freely.

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