Denise G Adah, Cpa, Mba, Ricp® Email & Phone Number

"As a financial advisor and planner, I help clients make tax smart financial decisions, now and for the future. I believe that everyone should be equipped with the resources to make the best financial decisions for themselves, their family, and their community. "Denise has over twenty years of experience as a financial planner and wealth management advisor. She is a Certified Public Accountant licensed in the state of Maryland, and a Retirement Income Certified Professional, a designation of the American College of Financial Services. She is a licensed life and health insurance agent, and she is registered with the Financial Industry Regulatory Authority to trade stocks, bonds, and other securities. As an Investment Advisor Representative regulated by the Securities and Exchange Commission, Denise has a fiduciary duty to put her clients’ interest first when giving financial advice. She has been recognized for providing excellent client service throughout her career as a financial advisor.She holds a Bachelor of Science degree in Economics and Mathematics from Towson University and is a graduate of the Executive Master of Business Administration program of Loyola University Maryland. As an advocate for financial literacy, Denise is a volunteer of Stocks in the Future and has provided financial literacy training to teachers and students in Baltimore Schools and the graduating classes of Loyola University. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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