CFS Investment Advisor at Bay Federal Credit Union
Bay Federal Credit Union’s Gina Bayer, a CUSO Financial Services, L.P. (CFS) Investment Advisor, was honored with the 2015 Gold Pacesetter Award at the CFS 19th Annual Conference recently held in San Diego, California.
The Pacesetter Awards recognize the top producing registered representatives from hundreds of credit union and bank programs across the country. Bayer has served Bay Federal membership for 16 years. This marks her ninth Pacesetter Award.
“The difference Gina has made in the lives of our members is commendable,” said Cameron Haste, Executive Vice President and Chief Operating Officer at Bay Federal. “Her mission is always to help our members meet their goals, and our Investment Services department wouldn’t be the same without her.”
Bay Federal was also honored with a Bronze Impact Award for a marketing campaign that promoted awareness of its Investment Services offerings to members in the summer of 2015.
The awards were presented by CFS during the company’s Annual Conference as a way to recognize advisors’ excellence and commitment to delivering superior investment services. Bayer wins for significant revenue production in service to Central Coast investment clients. Hundreds of representatives across the country attended the conference to share and discuss best practices as well as learn from experts in the field of investment services.
Bay Federal’s Investment Services offers members access to numerous services, including retirement planning, wealth management, estate planning, business services, college savings, 401(k) and 457 rollover options, insurance, and more.
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For more information visit: www.bayfed.com