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Redwood Credit Union Welcomes New Vice President of Wealth Management

June 26, 2023

Esteban Zuno - Vice President - Wealth Management

Esteban Zuno
Vice President
Wealth Management

Napa, CARedwood Credit Union has hired Esteban Zuno as vice president of wealth management. In his new role, Zuno will plan, organize, and manage RCU’s wealth management program offered through their broker dealer CUSO Financial Services, L.P.*, keeping focus on the provision of excellent member satisfaction. His responsibilities will also include building the program through deposits, alternative and full-service investments, and retirement products and services.

Prior to joining RCU, Zuno worked for U.S. Bancorp Investments for 11 years. He holds an Executive Certificate of Financial Planning and a Bachelor of Business Administration degree in finance and management from Loyola Marymount University. He serves on the Bank Insurance and Securities Association’s (BISA’s) future leader committee.

Committed to serving his communities, Zuno was a founding member and director of United Through Education and the finance co-chair of the East Palo Alto Academy Foundation. He works from RCU’s new Napa campus on Devlin Road.

About Redwood Credit Union

Founded in 1950, Redwood Credit Union is a full-service financial institution providing personal and business banking to consumers and businesses in the North Bay and San Francisco. With a mission to passionately serve the best interests of its Members, team members, and communities, RCU delivers many ways for its Members to save and build money through checking and savings accounts, auto and home loans, credit cards, digital banking, business services, commercial and SBA lending, and more. Wealth management and investment services are available through CUSO Financial Services L.P., and insurance and auto-purchasing services are also offered through RCU Services Group (RCU’s wholly owned subsidiary). RCU has more than $7 billion in assets and serves more than 430,000 members with full-service branches from San Francisco to Ukiah. For more information, call 1 (800) 479-7928, visit redwoodcu.org, or follow RCU on Facebook, Instagram, Twitter, and LinkedIn for news and updates.

*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.