Meet with one of our qualified CFS Financial Advisors to discuss your options.
Contact Cooper:
Telephone: 508.471.9118
E-mail: ccerulo@umassfive.coop
Serving our UMass Worcester Branch: Monday, Tuesday, Thursday, Friday 9:00 a.m. - 5:00 p.m.
Serving our Hadley Branch: Wednesday by appointment only.
Serving our Mercy Branch: By appointment only.
Serving our UMass Amherst Branch: By appointment only.
Contact Dana:
Telephone: 413.256.5586
E-mail: dgraham@umassfive.coop
Serving our Hadley Branch: Monday and Friday by appointment only.
Serving our Northampton Branch: Tuesday - Thursday by appointment only.
Serving our UMass Amherst Branch: By appointment only.
For over ten years, UMassFive Financial & Investment Services, available through CUSO Financial Services, L.P. (CFS), has been assisting members in creating comprehensive financial plans to help meet life goals and reach major milestones. Whether it is planning for retirement, saving for your child’s future, or as a part of a well-balanced savings plan, our CFS* Financial Advisors will work with you to find solutions that fit your individual needs.
Our CFS Financial Advisors understand member service. They take great care to conduct extensive research, generate individual solutions and investment options for members, while providing fact based financial advice while serving our clients. We will gladly review your current financial situation, give you a second opinion on your financial plans, and help chart a course for successful investing. It’s never too late–or too early–to get started.
Our department is spearheaded by three Financial Advisors, and support from a Program Manager.
Aimee Marden is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Aimee has years of experience in the investment and retirement industry and has worked for one of the country’s leading investment management and life insurance firms. Aimee holds the FINRA Series 7, 63, and 65 licenses, and is Life and Variable Insurance licensed in Massachusetts, Florida and Connecticut. She is also securities licensed in CA, CT, FL, GA, IL, ME, MA, MD, NH, NJ, NY, OR, PA, TN, VA and WA.
When not helping clients reach their financial goals, Aimee enjoys volunteering at the local YMCA and watching her daughter compete on their swim team. When not chasing the swim team, Aimee enjoys spending time with her family, cruising and sitting on the beach.
Contact Aimee:
E-mail: investments@umassfive.coop
Cooper Cerulo is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Cooper has five years of experience in the investment and retirement industry. He holds the FINRA Series 7, and 66 licenses, and is Life, Health, Variable, Property and Casualty Insurance licensed. He is securities licensed in MA, CA, CT, FL, GA, IL, NY, OR, PA, SC, TX, VA, WA.
He attended UMass Amherst, where he obtained a Bachelor of Arts. When not helping clients reach their financial goals, Cooper enjoys spending time with his wife Sarah and daughter Freya. He also enjoys attending Broadway shows with them whenever he gets the chance to.
Contact Cooper:
Telephone: 508.471.9118
E-mail: ccerulo@umassfive.coop
Dana Graham is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Dana has over 10 years of experience in the investment and retirement industry. He holds the FINRA Series 7, and 66 licenses, and is Life, Health, Variable, Property and Casualty Insurance licensed in MA, IA, MN, and VT. Dana also holds securities licenses in CO, CT, MA, NC, NH, NJ, NY, OR, VT, and WA.
Dana is an alumnus of the University of Vermont, where he obtained a Bachelor’s Degree in Business, and has recently returned to New England from Minnesota. When not helping clients with their financial goals, Dana enjoys adventuring with his wife, playing golf, and attending theater events. Dana also considers himself a sports enthusiast, and enjoys watching both college and professional games.
Contact Dana:
Telephone: 413.256.5586
E-mail: dgraham@umassfive.coop
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), 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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
