Mark joined the RCU wealth management team in 2018, bringing over 15 years of extensive experience in the brokerage/investment industry.

He believes success in achieving financial goals starts with a comprehensive wealth strategy. Mark is a long-time resident of San Francisco and would love the opportunity to help Members work toward reaching their investment and retirement goals.

“Together, we will identify what is most important to you. We’ll partner to formulate the investment strategies and solutions suited to your unique needs and financial goals.”

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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Christopher Garcia joined Redwood Credit Union in 2019 and provides clients with investment advice, financial analysis, and portfolio management.

With more than 10 years of experience in the financial services industry, he understands the complex nature of unique financial situations, including managing individual client relationships.

“A good financial plan involves bringing the future into the present so that you can do something about your life goals now.”

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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Michael joined Redwood Credit Union as a Financial Advisor in 2017. He coordinates the financial affairs of individuals, families, and business owners throughout Marin and Sonoma County.

With a holistic investment philosophy, Michael strives to understand a client’s complete financial picture before recommending solutions. He educates his clients to help them make better decisions about their financial affairs.

“My goal is to bring clarity and simplicity to my clients’ financial lives, while becoming a trusted ally as they achieve personal, financial, and professional success.”

Prior to joining RCU, Michael was a Financial Advisor and Relationship Manager with some of the nation’s largest financial firms.

FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance Licenses: CA #0I77530

State Securities Licenses: CA

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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Danielle Beasley joined Redwood Credit Union’s wealth management team in 2013, initially serving as a licensed assistant before being promoted to an associate financial representative in 2016.

Ms. Beasley received her bachelor’s degree in communication, magna cum laude, from Biola University in La Mirada, Calif. She also received an associate degree in paralegal studies from Empire College in Santa Rosa, Calif.

“At Redwood Credit Union, I help Members design a clear financial roadmap for every stage of life,” says Ms. Beasley. “My passion is to create smart, well-rounded investment portfolios that ensure financial independence.” 

FINRA Licenses: Series 6, 63 — Life Insurance License: CA #0K37660

State Securities Licenses: CA

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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.