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Jesse Lugenbeel CFP®, ChFC®

Jesse Lugenbeel CFP®, ChFC®

Financial Advisor | CUSO Financial Services, LP

6924 S. 2300 E.
Salt Lake City, UT 84121

Jesse enjoys helping individuals, families and businesses at America First Credit Union reach their financial goals by offering detailed financial advice through wholistic financial planning techniques. He is deeply committed to his client's wellbeing and strives to listen and provide them with guidance in accordance with each client's unique circumstances.

When not working, he loves to spend time with his family outdoors either skiing, boating or any other activity Utah has to offer. Jesse is a Certified Financial Planner (CFP®) professional, a Chartered Financial Consultant (ChFC®), and holds his FINRA Series 7, 63, and 65 securities licenses. He is also licensed in Utah and various other states to provide life and health insurance as well. It has always been Jesse's belief that the HIGHEST compliment he could ever receive as a financial planning professional is a client referral. Please feel free to always pass along the name of anyone who you believe would benefit from a discussion with our team.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. a registered broker-dealer (Member FINRA /SIPC ) 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. America First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.