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UMassFive Introduces New Investment Advisor Assistant – Sam Einzig

August 31, 2021 - News

UMassFive is pleased to introduce Sam Einzig, the newest member of UMassFive's Retirement Planning and Investments team available through CUSO Financial Services, L.P.* Sam supports the Credit Union’s team of CFS Financial Advisors by scheduling appointments, sending appointment reminders, and helping with advisor administrative duties and service work. As an Advisor Assistant, he is also now the primary contact for current and prospective clients looking to work with the Credit Union’s trio of Financial Advisors.

Einzig has worked at UMassFive as a Member Service Specialist since September of 2018, prior to taking on his latest role with the Retirement Planning and Investments team. He is licensed as a producer of life insurance and accident and health or sickness insurance in Massachusetts, and is currently pursuing his FINRA Series 7 and 66 securities licenses. Sam holds a Bachelor’s degree from Berklee College of Music in Boston, MA, where course studies in music business and taxation in the music industry kindled his love, interest, and knowledge for the financial world, as well as helping people. Hailing from Feeding Hills, MA, Sam’s hobbies include golf and playing/teaching the drums. Sam also loves dogs and coffee, and his leisure time is best spent with his girlfriend, Olivia, and their dog, Charlie.

Sam Einzig

 

*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.