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CFS* Wealth Advisor

Mike DeFazio, AIF®

Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.

About Mike

Specializing in the areas of retirement planning and risk management, Mike DeFazio makes helping Members achieve their goals his top priority.

His devotion to Members’ success is evident, as Mike has received the Gold Pacesetter Award from CUSO Financial Services, L.P. (CFS) each year since 2009 and was inducted into the CFS Hall of Fame in 2019. A believer in continually learning more to help Members, he obtained his Accredited Investment Fiduciary® (AIF) designation in 2018.

Mike believes a well-planned and executed long-term investment strategy is vital to being self-sufficient and financial independent.

I will help you:

Invest properly

Plan to retire comfortably

Preserve assets

Understand the market

Manage cash flow

Leave a legacy



Pacesetter Gold- 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023


Pacesetter Silver- 2008

The Pacesetter awards recognize the top revenue producing advisors at CFS from among hundreds of credit union and bank programs.

Personal Interests


Playing basketball

Spending time with family

Meet with Mike

"With 20 years of experience, I have learned how to assess various financial products and align them with clients' needs. I take seriously however, the importance of being an advisor clients can have confidence in and am passionate about helping our members and their families achieve their investment goals." - Mike DeFazio

  • *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. The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via An investor brochure describing BrokerCheck is also available through FINRA.

    Registered Representatives 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.

    FINRA Licenses: Series 6, 7, 63, 66

    SEC Marketing Disclosure.