Pathways Investment Services Center


You depend on Pathways Financial Credit Union for your finances.
Count on Pathways Retirement and Investment Services to help with your future.

Pathways Investment Services is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. No matter what stage in life you may be on, the full-service financial advisory program is available to anyone at no cost or obligation. Membership is not a requirement.

A Pathways Retirement and Investment Services advisor will be able to help you identify major financial milestones, recommend the best tactics to help you achieve those goals, or simply provide an informed and objective opinion on your financial situation.

 

Your Pathways Investment Guide: Chris Bright

Chris started his career in Finance in 2009 at UBS Financial Services. He has experience in designing custom financial plans for individuals, families and business owners. He enjoys providing clarity and transparency throughout all stages of the financial planning process.

Chris has served as a financial adviser, regional investment consultant and portfolio manager during his career in Finance. He emphasizes an academic approach to investment management, coupled with the highest level of customer service.

He received his Master’s Degree in Financial Economics from Ohio University – and Bachelor’s Degrees in Economics and Strategic communications from The Ohio State University. He currently holds various FINRA securities registrations as well as State Insurance licenses.

Chris enjoys spending time with his family, traveling, and playing Golf and Lacrosse in his spare time. He and his wife Carla reside in Dublin with their son Camden and their dog Ava.

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

 

Interested? Request Your Complimentary Appointment Today

Please fill out the form below to schedule your complimentary appointment
to start charting the next step of your financial journey.

Pathways Investment Services Request

*Pathways Retirement and Investment Services advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CSBI), member FINRA/SIPA, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  NOT NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
**Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. FR-2356909.1-1218-0121