About CuVantis Wealth Planning, LLC

Creating A Legacy CUSO

CuVantis Wealth Planning, LLC has been formed as a CUSO to provide credit unions a lasting voice in how financial planning and investment services are offered.

For more information on how your credit union can participate and be heard, contact us.

CuVantis Mission & Values

Mission, Vision and Values

We believe that the culture of any firm is a direct result of the principles that guide its decision making.  While it’s easy to live up to the highest ideals when times are good, these are the principles that will guide us when times get tough.

Mission:  To help our member-clients realize their best lives.

Vision:  To be the premier provider of expert, unbiased financial advice delivered through credit unions to members

Values:  Integrity, Excellence, Innovation, Ownership, Empathy, Passion

Leadership Team

Keith Weber, CFP®

Co-Founder and CEO

Keith Weber, CFP®, Co-Founder and CEO, has more than 27 years’ experience at all levels of successful credit union investment programs. Keith has served as Chief Marketing Officer of CUSO Financial Services and as Managing Director of Sales and Marketing for Essex National Securities. Keith has worked as a prominent industry consultant, in program management, and has been the top-producing advisor at two credit union focused broker-dealers. Keith was ranked #2 nationally among all credit union and bank advisors and was national sales manager to one of the country’s leading credit union investment programs.

As an innovative thought leader, Keith was among the first to recognize the changing value proposition of a financial advisor’s role which resulted in his authoring the 2010 book Rethinking Retirement. Keith was the first to implement a long-term succession plan for credit union advisors and among the first to systematically convert a program from commissions to fees.  He is frequently called upon to analyze both struggling and successful programs to identify creative solutions.  With his diverse experience, Keith is equally adept doing strategic planning in the boardroom as he is providing hands-on tactical coaching to advisors, marketing teams, and program managers.

As a consultant, Keith was a frequent speaker and writer for both Bank Investment Consultant and Financial-Planning.com.  Keith has been featured in Newsweek, USAToday, MSNBC.com, CNBC.com and several other major media outlets. You can view Keith’s Investment Advisor Representative Summary by clicking here.

Bob Millington

Co-Founder and COO

Bob Millington, Co-Founder and COO, has over 22 years of experience delivering strategic technology and operational solutions for financial services and healthcare companies. Throughout his career Bob has earned recognition as an expert in delivering on-time technology solutions that are cost effective and offer strategic differentiation in the credit union arena. He has strong experience in aligning organizational goals with the right technology tools.  His approach in bridging the gap between the customer needs and the technology to meet those needs while at the same time maintaining a flawless cybersecurity track record, has gained him a high reputation.

Bob has served as Chief Information Officer for CUSO Financial Services, Director of IT for VMRF, Vice President of Technical Services for ABN AMRO (ISI) Inc., and co-founded Sterling Technologies, where he also served as a member of the board of directors and COO.  He received an Executive MBA from San Diego State University and B.S. in Finance from Western Illinois University.  He holds the FINRA General Securities Representative (Series 7), the Uniform Investment Adviser (Series 65) and the Uniform State (Series 63) license.  He is a member of the San Diego CIO Roundtable, Society of Information Management, and Association of Information Technology Professionals.

In May 2017, Bob was awarded with the San Diego Business Journal Top Technology Executive Award.  You can view Bob’s FINRA BrokerCheck record by clicking here or his Investment Advisor Representative Summary by clicking here.

Dodd McGough

EVP, Compliance

Dodd McGough has worked in the financial services industry for 30+ years with experience as a regulator, investment broker, business development consultant and as a senior corporate risk officer. Dodd co-founded Strategy Basecamp in 2013 and has served as Chief Compliance Officer of NFP Securities and Securities Service Network. Having started his career as an NASD (now known as FINRA) Compliance Examiner, Dodd is a prominent industry compliance consultant and has been called upon to testify in multiple disciplinary and enforcement hearings. He has experience with arbitrations as an expert witness and corporate representative at the district and national level. Dodd has held various registrations including General Securities Principal, Municipal Securities Principal and Financial Operational Principal, among others.

Since 2008, Dodd has been actively consulting with BDs, RIAs and IMOs on strategy, technology and risk matters with the last 5+ years as a co-founder and managing partner at Strategy Basecamp LLC. Dodd has a Bachelor of Science in Business Administration-Finance from Auburn University and has completed the Securities Industry Institute at Wharton program sponsored by the Securities Industry Association. He completed various NASD (n/k/a FINRA) training programs including Examiner training Phase I (financial/operational), Phase II (sales practices) and Phase III (investigations) and the initial Arbitration session.

About Our Name

We’d like to take credit for coming up with our name, but the reality is that in true 21st century fashion we did what everyone does to get an answer to a complex question – we turned to the web and social media. 

Specifically, we held a crowd-storming contest. 

So what’s a crowd-storm?  It’s a contest where we were able to tap into creative minds around the world.  

 

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We told our creatives to come up with a name that spoke to the advantages that credit union members have when seeking financial services, and boy did they respond.  We received over 750 unique suggestions from over 200 creatives from more than a dozen countries around the world!  We were then able to test multiple names with various audiences to see which one resonated the best.

The result?  CuVantis Wealth Planning, LLC.  You may have never heard of it before, but we’re sure you will in the future.

REQUEST MORE INFORMATION Below or Call (619) 535-7680