UMassFive Introduces Sam Einzig as Investment Advisor Assistant
HADLEY — UMassFive College Federal Credit Union recently introduced Sam Einzig as the newest member of UMassFive’s Retirement Planning and Investments team available through CUSO Financial Services, L.P. He supports the credit union’s team of CFS financial advisors by scheduling appointments, sending appointment reminders, and helping with advisor administrative duties and service work. As an advisor assistant, he is also now the primary contact for current and prospective clients looking to work with the credit union’s trio of financial advisors.
Einzig has worked at UMassFive as a member service specialist since September 2018, prior to taking on his latest role with the Retirement Planning and Investments team. He is licensed as a producer of life insurance and accident and health or sickness insurance in Massachusetts, and is currently pursuing his FINRA Series 7 and 66 securities licenses. He holds a bachelor’s degree from Berklee College of Music in Boston, where course studies in music business and taxation in the music industry kindled his interest in the financial world, as well as helping people.