Meet Our Advisors - Generations FCU

Meet Our Advisors

Our CFS* financial advisors are available by appointment to meet and discuss your goals.

Schedule Your Complimentary Consultation

Use our scheduling tool to set up a free, no-obligation meeting with one of our CFS Financial Advisors. Meetings are available in person or via call.

Waleed Khan

Financial Advisor

Generations Investment Group
CUSO Financial Services, L.P.

For more than twelve years, Waleed has taken a holistic approach to financial planning and investments based on what’s important to the member regarding specific objectives, risk tolerance and time horizon. His approach has helped individuals, their families and business owners achieve financial success and peace of mind. Waleed provides a comprehensive suite of investment and insurance products suited for retirement and estate planning. His expertise includes working with military and government benefit plans.

Waleed is a graduate of the University of Texas with a BBA in Business Administration and Management. His qualification licenses include Investment Advisor, General Securities Representative and General Lines Insurance agent for Life, Accident and Health.

Waleed is married with two daughters, and in his spare time he likes cheering on the San Antonio Spurs and the Dallas Cowboys. He has a passion for lawn and gardening and is exceptional at Kamado-style cooking.

Check the background of this investment professional on FINRA’s BrokerCheck

Waleed Khan

Financial Advisor
Generations Investment Group
CUSO Financial Services, L.P.

Name(Required)

Marcel Theriot

Financial Advisor

Generations Investment Group
CUSO Financial Services, L.P.

Marcel has been advising clients for more than 20 years in planning financial futures. He is the Generations Investment Group Program Manager and a Financial Advisor. He takes a team approach to planning and investing for members, surrounding himself with an administration team, as well as investment and insurance specialists whose teamwork and professionalism help him build long-term relationships and provide excellent customer service.

Marcel is a proud recipient of an MBA from Texas A&M University and a BBA in Finance from Texas State University. His qualification licenses include Investment Advisor, General Securities Representative and General Lines Insurance agent for Life, Accident and Health.

Away from business, Marcel is happily married to his college sweetheart, Grace, and they have three daughters. He enjoys cooking, exercise, sports, outdoor hikes and spending time with family and friends.

Check the background of this investment professional on FINRA’s BrokerCheck

Marcel Theriot

Financial Advisor
Generations Investment Group
CUSO Financial Services, L.P.

Name(Required)

*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 for investment services. 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, L.P. is a subsidiary of Atria.

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.