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Savings & Investment

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CFS Financial Advisors at RCU

Christine Foster
Christine H.L. Foster
Financial Advisor
CA Ins. Lic. # 0B09299 Licensed in AZ, CA, HI, ID, IL, MN, MT, NV, NJ, NY, OK, OR, TX, UT, WA

Santa Rosa: 4th St.
(707) 576-5117
Email Christine

Mike DeFazio
Mike DeFazio
Financial Representative
CA Ins. Lic. # 0D98092 Licensed in CA, NV, OR

Cloverdale, Ukiah, Windsor & Petaluma
(707) 576-5028
Email Mike

Clark Matthiessen
Clark Matthiessen, CFP®
Financial Advisor
CA Ins. Lic. # 0C63928 Licensed in AK, AZ, CA, CO, FL, GA, ID, MN, MI, MT, NV, MC, OR, PA, UT, VA, WA

Santa Rosa: Mendocino Ave & N. Dutton Ave, Rohnert Park
(707) 576-5118
Email Clark

Joseph Turfa
Joseph A. Turfa
Financial Advisor
CA Ins. Lic. # 0C44098 Licensed in CA

Novato, Sonoma, Napa & Glen Ellen
1 (800) 479-7928 x5025
Email Joseph

Ashley Curiel
Ashley Curiel, CFP®
Financial Advisor
CA Ins. Lic. # 0F09945 Licensed in AL, CA, NV, NY, TX

(707) 537-5106
Email Ashley

Jonas Champion
Jonas Champion
Financial Advisor
CA Ins. Lic. # 0H73881 Licensed in CA

San Francisco Market St., San Francisco California St. & San Rafael
(800) 479-7928 X8538
Email Jonas

Steven Kerson
Steven Kerston
Associate Financial Representative
CA Ins. Lic. # 0G12454 Licensed in CA

Santa Rosa: Cleveland Ave., Sebastopol, Pt. Arena
(707) 576-5451
Email Steven

 
Investment Services
Toll Free 1 (800) 479-7928
Local (707) 576-5040
Phone Menu Options

*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. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members.

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