Broker Check
Patrick Marshall

Patrick Marshall

Financial Advisor | CUSO Financial Services, LP* at Water and Power Community Credit Union

  • Series 7, 66 securities licenses
  • CA Life and Health Insurance #0F45771

Patrick has been helping members of WPCCU improve their financial well-being for over 3 years and is here for the long haul. His mission statement: Whether you are planning to retire, need help with rolling your 401K, funding your children’s or grandchildren’s education, I am here to help. Investing is a marathon not a sprint! Please call me to set up a time to meet.

Patrick’s spare time is either spent with his family, cooking, fishing, going to concerts and classic car shows.

  • Retirement Planning including: IRA, 457 (deferred comp), 401 (k) roll overs and plan management
  • College Saving’s Plans
  • Investment Strategies