Gillian Stoddard, CDFA®

Gillian Stoddard, CDFA® is a Financial Advisor at CUSO Financial Services, L.P., working with P&SFCU (Polish & Slavic Federal Credit Union).3 Her LinkedIn profile username is gillian-stoddard.1

Professional Background

Gillian is passionate about financial literacy, sustainability, and women's wellness.1 As a Certified Divorce Financial Analyst (CDFA®), she brings specialized expertise to her role as a financial advisor.1

Areas of Focus

Gillian's work encompasses several key areas:

1. Financial Planning: She helps clients create financial plans to achieve their goals, including travel and other aspirations.2
2. Wealth Management: As part of the PSFCU Wealth Management team, she provides financial advisory services to credit union members.3
3. Divorce Financial Analysis: Her CDFA® certification indicates expertise in the financial aspects of divorce proceedings.

Contact Information

For those interested in her services, Gillian can be reached at:

• Phone: 917-885-7891
• Email: Gillian.Stoddard@cusonet.com3

Gillian Stoddard's combination of financial expertise, certifications, and focus on important social aspects like sustainability and women's wellness makes her a well-rounded professional in the financial services industry.