AB

Aaron Bitran, CFS®

Member in Good Standing
Financial Consultant
Rancho Cucamonga, CA
CFS®
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About Aaron

I would like to take this opportunity to introduce myself, Aaron Bitran, Financial Consultant with CUSO Financial Services at Arrowhead Credit Union. I believe that good investing follows good planning. To succeed in investing, you need to set a goal and create a plan for getting there on time. I have 23 years of experience in the financial services industry and have attained the Certified Fund Specialist (CFS) designation. I am a fully licensed professional with a Bachelor's degree in Communications from the University of La Verne. My specialty is designing and implementing financial strategies that help individuals and businesses accumulate and retain wealth.  At Arrowhead Investment Services our goal is to provide clients with the highest level of personal service and guidance. I will be happy to meet with you to discuss your personal goals and how we can help you achieve them. To make an appointment please call me at 909 379-6561. Sincerely, Aaron Bitran

Education

Bachelors

Licenses

Series 63
Series 65
Series 7
Series 24

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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Contact Aaron

Rancho Cucamonga, CA
Email

At a Glance

IBF Designations 1
Member Since 2003
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
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IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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