Aman utilizes his education and has been helping clients and members since 2001 make informed decisions about your investments and retirement planning options.
Aman Awan is a Financial Consultant, registered representative through our broker/dealer CUSO Financial Services L.P. (CFS)
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Aman helps members regardless of age, occupation or investment experience in creating a comfortable and understandable financial plan. He then works closely with clients over the long-term to monitor and update their plan as needed to help them meet their financial goals.
Aman earned his Bachelor’s degree in Finance from Oakland University. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, he is also a Chartered Retirement Planning CounselorSM through the College for Financial Planning. Aman is registered and holds his Series 7 and 63 licenses through CFS. FINRA licenses are held in Arizona, California, Colorado, Florida, Michigan, New York, North Carolina, Ohio and Texas. Additionally, he has Life and Health Insurance licenses with the State of Michigan.
Aman enjoys spending time with his wife and their dog Niko. In his spare time, Aman also enjoys participating in marathons, triathlons and other competitive racing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.