Mohammed Ayala, Financial Advisor
Mohammed has been a part of the financial services industry since 1997. He focuses on clients' primary goals and concerns, offering a goals-based wealth management process to members, their families and their businesses, to help pursue and maintain the financial lifestyle that is most meaningful to them.
Mohammed’s approach to wealth management is consultative. He assists clients in identifying and prioritizing their various goals – including investments, retirement income, estate planning services, tax minimization strategies, and wealth transfer – then developing strategies that may be customized to suit their personal circumstances and their own unique philosophy and attitude toward investing. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can utilize the most of what they have.
Mohammed holds both the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. In addition to providing traditional advice and guidance, he can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies.
Schedule a free, no-obligation appointment.
To schedule an appointment contact Mohammed Ayala at 866.445.9828 ext.370 or email [email protected].
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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. The Credit Union has contracted
with CFS to make non-deposit investment products and services available to credit union members.
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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.