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Lisa Fredette Headshot

Lisa Fredette serves as a Financial Assistant to Mark Fantasia and the Retirement Planning & Investment Center (RPIC) at Workers Credit Union, which is available through CUSO Financial Services, L.P. She has over 10 years of financial institution experience.

Specialty
Lisa joined RPIC to support Mark with his objective of helping members meet their financial goals. She always provides high quality service in all her interactions with member clients, prospective clients, and internal partners, while protecting the confidentiality of information. In addition, she assists the RPIC team with departmental initiatives, communication outreach, and the offering of awareness events that further explore options and strategies around planning for your financial wellness.

Education & Experience:
Lisa has been with Workers Credit Union for 10 years. She has experience in Retail, Marketing, Information Technology and, most recently, Learning & Development. Lisa is a Certified Financial  Education Instructor (CFEI) and is currently enrolled at Bellevue University in the Business Analytics & Leadership Program. Lisa is technology and process driven, bringing with her a unique range of skills and industry knowledge.

Disclaimer

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

CFS 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.