Financial planning and investments American First Credit Union

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Our wide selection of investment products and services available through our broker/dealer, CUSO Financial Services, L.P. (CFS), make is possible to provide specific recommendations for each member.

For more information, contact CFS Financial Advisor:

Monaye Nelson (CRD #6203341) 
Sorrento Pacific Financial, LLC
Phone: 858.530.4495
Fax: 585.882.6555

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If You're Interested In...


Life Insurance
Home Insurance
Auto Insurance


Financial Planning Services
Variable and Fixed Annuities
College Savings
Mutual Funds
Stocks and Bonds


401(k) and 403(b) Tax Sheltered Accounts
Individual Retirement Accounts (IRAs)
Retirement Planning
Pension and Retirement Plan Rollovers

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. 

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 guaranteed by 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. CFS and its Registered Representatives do not provide tax or legal advice. For such advice, please consult with a qualified professional.

A membership account can be opened to receive these and other services. A one-time $5 individual membership fee may apply to become a member of American First Credit Union. Membership is open to individuals who live, work, worship or attend school in Orange County or in the 16 qualified cities in southern California, work at an affinity group, or are members of the Children’s Museum of La Habra or have a family member, or live with, someone who has a current membership account with us. Each family/household member is eligible to open an individual membership account.