Life changes fast

Can your financial plan keep up?

The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

Take control of your future

Significant life changes can turn a financial plan on its head, but they don’t have to. With the right strategy, you can still achieve the financial future you’ve been dreaming of.

Just like you’d trust your family doctor because of the expertise they offer, Alaska USA financial professionals have years of training and working knowledge to help you keep your financial health on track.

Planning

What are your long-term financial goals? College savings for your children, saving for retirement, or insurance planning for you, your family, or your business? Regardless of what you want, it’s important to have someone to help you set specific, measurable goals and then guide you along the way. A good financial professional will carefully develop a solid financial plan that balances your priorities with your unique financial situation.

Strategy

Timing is everything, and a good financial professional knows this. A solid investment approach may include a mix of stocks, bonds, mutual funds and other investments. And while it’s tempting to purchase stocks when a company is doing well, that may not necessarily be the best way to make money. A financial professional will help you make better-informed decisions that are on track with your retirement goals.

More than Investing

Your personal financial health depends on much more than investments. A financial professional can help you manage your overall financial goals; they can help you with estate planning, charitable giving, and insurance; such as life insurance or long-term care insurance. 

We're here for you

Schedule a complimentary, no-obligation consultation with an Alaska USA Financial Planning and Investment Services Professional. Let's get started!

Products & Services

No matter what’s on your horizon—college tuition, retirement, or financial protection for your loved ones—an experienced Alaska USA Financial Planning and Investment Services professional can create and guide your financial plan. 

 

Retirement

Retirement income can come from many sources—Alaska USA can help you manage all of them.


Investments

A good portfolio has a wide variety of interest earning investments.


Education

An early start saving for college educational expenses can save a lot of money down the line.


Insurance

There's a wide variety of insurance options out there—a financial professional can help you narrow down the best policies for you and your family.


Thinking about retirement? The best time to start planning is right now.

How much savings do you need to retire? Find out today.

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Why Choose Alaska USA Financial Planning and Investment Services?

Financial planning can be complicated—a good financial professional will help you make smart, deliberate decisions about your financial future. Alaska USA Financial professionals have years of experience; they listen and take the time to answer your questions and explain your options. 

Schedule an appointment with an Alaska USA Financial Planning and Investment Services Professional today!

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Meet the professionals near you

Mike Klopfer

Mike Klopfer | Alaska

As a financial professional for more than 15 years, Mike Klopfer helps individuals, families, and businesses plan for their future by providing them with the experience and knowledge necessary to achieve their goals.

He is an alumnus of the University of Colorado in Boulder and has earned the highest credential in the financial planning field the CERTIFIED FINANCIAL PLANNER ™, (CFP®) professional certification.

Check the background of this investment professional on FINRA's BrokerCheck.

Advisor Sam Mozaraffi

Sam Mozaffari | Arizona

As a financial professional for more than a decade, Sam Mozaffari helps individuals, families, and businesses plan for their future by providing them comprehensive financial advice with the experience and knowledge necessary to achieve their goals.

He is an alumnus of the University of Phoenix and has earned the highest credential in the financial planning field the CERTIFIED FINANCIAL PLANNER ™, (CFP®) professional certification. In addition, Sam holds a Certified Wealth Strategist, (CWS®) designation, and is committed to sharing sound financial principles with Alaska USA members.

Check the background of this investment professional on FINRA's BrokerCheck.

 

Advisor Bryanna Gleason

Bryanna Gleason | California

Bryanna Gleason has been in the financial services industry for more than a decade, and today lends her knowledge to the members of Alaska USA Federal Credit Union through the Financial Planning and Investment Services program.

As a financial professional, her retirement planning process addresses common concerns like market and interest rate risk, health care, longevity, taxes, and income generation.

Bryanna grew up in Hesperia, California and through the years has participated in Chamber of Commerce and community events giving her a unique understanding and connection to the people and priorities in the Southwest. 

Check the background of this investment professional on FINRA's BrokerCheck.

 

Advisor John Gee

John Gee | Washington

John Gee has been a financial professional since 2014. As a financial professional John assists members in many ways including retirement and estate planning, charitable giving, and insurance protection.

Nothing is more important to John than learning who you are, who is most important to you, and what is most crucial to your way of life. He’ll help you carefully build the personalized strategies and specific steps needed to achieve your goals. John will partner with you throughout your life to monitor and review your plan to ensure you are on track.

Check the background of this investment professional on FINRA's BrokerCheck.

 

Advisor Lance Sevier

Lance Sevier | Washington

As a financial professional for more than 10 years, Lance Sevier helps individuals, families, and businesses plan for a successful future by providing the comprehensive financial advice necessary to achieve their goals.

He is an alumnus of San Diego State University and has earned the highest credential in the financial planning field, the Certified Financial Planner ™, (CFP®) professional certification. In addition, Lance holds a Certified Financial Educator (CFEd®) designation, and is committed to sharing sound financial principles with Alaska USA members.

Check the background of this investment professional on FINRA's BrokerCheck.

 

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Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. #FR-3231024.1-0920-1022 Exp. 10/04/2022

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