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Andrew Lewis

CFS Financial Advisor


Cedar & Nees Branch, located at 8087 N. Cedar Ave. Fresno, CA 93720

Andrew Lewis’s career began almost a decade ago in professional roles that vary from business development and high net worth account management to advisory roles and supervision in the financial services industry. Andrew has numerous licenses including his series 7, 66, 9 and series 10. Andrew is currently registered as a Financial Advisor at CUSO Financial Services in Fresno, Selma and Madera areas of California.

Andrew’s primary goal when working and helping his clients is to simplify their financial lives and to take mystery out of the future. He offers un-biased advice and offers customized personal solutions that include legacy planning, retirement planning, debt management, portfolio management and other facets of the financial planning umbrella. To increase awareness to the importance of financial planning, Andrew offers free educational workshops including lunch and learns and seminars.

When Andrew isn’t in the office, you can find him spending time with his wife and their young daughter, playing golf and basketball or learning new languages.  He enjoys hiking through Yosemite and finding new places to enjoy his hobby of geology. He also loves spending time giving back. He works with community organizations such as Habitat for Humanity and others that promote health and wellness and better quality of life.

*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.

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.