Financial Planning & Investments
Available through CUSO Financial Services, L.P.
Jack Vadnais, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, has been helping the people of Western Massachusetts focus on goal-based financial planning since 1998. He came to Freedom Credit Union in March 2010 to run the Financial Services Program that is available through our broker-dealer, CUSO Financial Services, L.P.
Jack’s CFP® designation means that he successfully passed the CFP® certification exam, which covered the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals agree to meet the ongoing continuing education requirements and also uphold the CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
Jack began his career after completing his Bachelor of Arts degree in History at Bridgewater State College and a two-year stint in the U.S. Navy, where he served honorably as an Engineman Third Class. His objective is to help clients understand not just the recommendations he is making to them, but why he is making them, and how those recommendations can help them achieve their financial goals.
Jack holds his Series 7, 63, 66 and 24 licenses as well as Life, Accident, and Health Insurance licenses. Jack can conduct securities business in MA, CT, RI, VT, and FL.
Born and raised in Western Massachusetts, Jack lives in Southwick, MA with his wife Catherine. He is the youngest of seven children and the proud uncle of 19 nieces and nephews, whom he spends time with whenever he gets the chance. When he is not working or spending time with his family, Jack enjoys working out at the gym, running, and playing golf.
The road to financial freedom is a journey; let Freedom Credit Union and Jack Vadnais, CFP®, help you reach your goals. Schedule your meeting with Jack today, which is a free service to members of Freedom. He’ll give you access to the resources and professional experience to help you build a strong financial future tailored to your individual needs. Jack and Freedom are ready to put their experience to work for you.
Jack Vadnais, CFP®
CUSO Financial Services, L.P.
at Freedom Credit Union
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/NCUIF 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. Freedom Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.