Investment Services | Appointments

Backed by RCU's commitment to service, our seasoned team of CFS* Financial Advisors provides a variety of quality investment products and advice available through CUSO Financial Services, LP (Member of FINRA/SIPC). Our team members are here to serve you in the following locations:.

Santa Rosa


Lin Buencamino, CFS* Financial Representative

Lin Buencamino

CFS* Financial Advisor
Serving Members Since 2016
CA Ins. Lic. #0I36682

Serving: Sonoma, Mendocino Ave & North Dutton

Make an Appointment

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Christine Foster, CFS* Financial Advisor

Christine Foster

CFS* Wealth Advisor
Serving Members Since 2001
CA Ins. Lic. #0B09299

Serving: Existing Member Clients Only

Make an Appointment

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Clark Matthiessen, CFS* Financial Advisor

Clark Matthiessen, CFP®, CRPC®

CFS* Financial Advisor
Serving Members Since 2001
CA Ins. Lic. #0C63928

Serving: N. Dutton Ave. & Mendocino Ave.

Make an Appointment

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Kevin Onikuza, CFS* Financial Advisor

Kevin Onizuka, CRPC®

CFS* Financial Advisor
Serving Members Since 2015
CA Ins. Lic. #0H06139

Serving: Fourth Street

Make an Appointment

North Sonoma County, Mendocino County & Lake County


Sara Crouch, Investment Advisor

Sara Crouch

CFS* Financial Advisor
Serving Members Since 2018
CA Ins. Lic. #0D87798

Serving: Cleveland, Cloverdale & Lower Lake

Make an Appointment

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Mike DeFazio, CFS* Financial Advisor

Mike DeFazio, AIF©

CFS* Financial Advisor
Serving Members Since 2007
CA Ins. Lic. #0D98092

Serving: Windsor, Point Arena & Ukiah

Make an Appointment

South Sonoma County


Steven Kerston, CFS* Financial Representative

Steven Kerston

CFS* Financial Advisor
Serving Members Since 2011
CA Ins. Lic. #0G12454

Serving: Rohnert Park & Sebastopol

Make an Appointment

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Julie Nix, CFS* Financial Advisor

Julie Nix, CRPC®

CFS* Financial Advisor
Serving Members Since 2014
CA Ins. Lic. #0H30758

Serving: Petaluma

Make an Appointment

Marin, Napa & San Francisco


Chris Garcia, CFS* Financial Advisor

Chris Garcia

CFS* Financial Advisor
Serving Members Since 2019
CA Ins. Lic. #0G18908

Serving: San Rafael & San Francisco

Make an Appointment

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Michael Ryan, CFS* Financial Advisor

Michael Ryan

CFS* Financial Advisor
Serving Members Since 2017
CA Ins. Lic. #0I77530

Serving: Mill Valley & Novato

Make an Appointment

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Josepth Turfa, CFS* Financial Advisor

Joseph Turfa, CRPC®

CFS* Financial Advisor
Serving Members Since 2009
CA Ins. Lic. #0C44098

Serving: Napa, Novato & American Canyon

Make an Appointment

About Danielle Beasley

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.

About Lin Buencamino

Lin Buencamino joined Redwood Credit Union in 2016 with expertise that includes relationship management and personal banking.

With 14 years of experience in the financial services industry, including 2 years of providing investment advice, Ms. Buencamino understands the complexities of different economic and financial situations, including the financial needs of individuals and small businesses.

“At Redwood Credit Union, I use a comprehensive, personalized approach that enables me to help our Members create customized financial strategies,” says Ms. Buencamino, a graduate of Sonoma State University. “I’m passionate about helping people navigate the life changes that affect their financial situation.“

FINRA Licenses: Series 6, 63 & 65 - Life Insurance License: CA #0I36682
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.

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Get started now

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If you're interested in opening a Business, Trust, or other type of account, please visit your nearest branch.

Redwood Credit Union serves anyone living, working or owning a business in California’s Northern Bay Area, which includes the counties of Sonoma, Marin, Napa, Mendocino, Lake, San Francisco, Contra Costa and Solano. We look forward to serving you!

About Kevin Onizuka

Kevin Onizuka joined Redwood Credit Union as a Financial Advisor in 2015, bringing an emphasis in comprehensive financial analysis to our seasoned RCU investment team.

“I enjoy helping Members reach their financial milestones and build a complete financial picture for their future and family. I utilize industry-leading financial planning tools to help Members create and sustain their financial plans. This allows me to create a roadmap of not only what we’re planning on doing, but how we’re going to accomplish it,” he said.

His go-to financial tip he shares with his clients: “Planning is key.  Creating a strategy to ensure a realistic goal with your finances is an absolute must.”

FINRA Licenses: Series 6, 7, 63, 66 - Life Insurance License: CA #0H06139
State Securities Licenses: AZ, CA, FL, HI, ID, MT, NV, NY, OR, SD, TX, WA

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.

About Clark Matthiessen, CFP®, CRPC®

Clark Matthiessen joined RCU Investment Services in 2001 as a Financial Advisor and is a CERTIFIED FINANCIAL PLANNERTM professional. He is a nine-time winner of the Pacesetter Award from CUSO Financial Services, L.P. (CFS) which recognizes top producing CFS registered representatives.

His investment philosophy includes a strong emphasis on education, based on the belief that “an educated investor makes a better investor.”

Mr. Matthiessen said he loves his work in helping clients to develop investment strategies that meet their individual goals.

FINRA Licenses:  Series 7, 63, 65, 24 – Life Insurance Licenses: AZ #886866, CA #0C63928, CO #332263, ID #284684, MT #736801, NV #172905
State Securities Licenses: AK, AZ, AR, CA, CO, FL, GA, ID, IL, MN, MS, MO, MT, NV, NC, OH, OR, PA, UT, VA, WA

Pacesetter Awards:
Gold Pacesetter Award 2010, 2012, 2013 Gold – 2010, 2012, 2013, 2019
Silver Pacesetter Award 2009, 2011 Silver – 2009, 2011, 2015, 2016, 2018
Bronze Pacesetter Award 2003, 2004, 2005, 2007 Bronze – 2003, 2004, 2005, 2007, 2014, 2017

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.

About Mike DeFazio

A Financial Advisor at Redwood Credit Union, Mike DeFazio specializes in the areas of retirement planning and risk management. He is a seven-time winner of the Pacesetter Award from CUSO Financial Services, L.P. (CFS) which recognizes top producing CFS registered representatives.

“A well-planned and executed long-term investment strategy helps enable investors to be self-sufficient and financially independent, particularly in their retirement years,” he said.

Mr. DeFazio brings over 10 years of business and investment experience to RCU’s investment team, and he is committed to helping Members reach their financial goals.

FINRA Licenses:  Series 6, 7, 63, 66 – Life Insurance Licenses: CA #0D98092, NV #1004587
State Securities Licenses: AZ, CA, GA, HI, ID, NV, OR, TX, UT, WA

Pacesetter Awards:
Gold Pacesetter Award 2009-2013 Gold – 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019
Silver Pacesetter Award 2008 Silver – 2008

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.

About Julie Nix, CRPC®

Julie Nix joined Redwood Credit Union as Associate Financial Advisor in 2014, with skills that include an emphasis in portfolio analysis, retirement planning and risk assessment.

She has worked as a personal banker and small business specialist, giving Ms. Nix experience with the particular investment and wealth management needs of small business owners and executives. “I have a track record of providing exceptional and memorable client experiences while building long-lasting relationships,” she said.

Ms. Nix graduated Magna Cum Laude with a degree in business administration from San Diego State University.

FINRA Licenses:  Series 6, 7, 63, 66 – Life Insurance License: CA #0H30758
State Securities Licenses: AZ, CA, OR, TX, UT

Pacesetter Awards:
Gold Pacesetter Award 2009-2013 Gold – 2018, 2019
Silver Pacesetter Award 2008 Silver – 2017

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.

About Joseph Turfa, CRPC®

Joseph Turfa is a licensed Financial Advisor with 15 years of investment experience focused on retirement planning, wealth management and risk assessment. He is a two-time winner of the Pacesetter Award from CUSO Financial Services, L.P. (CFS) which recognizes top producing CFS registered representatives.

“I am a firm believer in a ‘holistic’ approach to financial planning– that all investments are good for someone, but they must be placed properly,” he said. “I am well-versed in market-based and insurance-based vehicles, in order to provide our Members with some of the best solutions to meet their individual needs and goals.”

Mr. Turfa taught financial strategies courses in 1997-2000  at the University of San Francisco and other locations throughout the San Francisco Bay Area, and spent six years volunteer teaching in Peru with his wife.

FINRA Licenses:  Series 7, 63, 65 – Life Insurance License: CA #0C44098
State Securities Licenses: CA, OR

Pacesetter Awards:
Silver Pacesetter Award 2012 Silver – 2012, 2018
Bronze Pacesetter Award 2013 Bronze – 2013, 2016, 2017, 2019

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.

About Christine Foster

Christine Foster has more than 20 years of experience as a Financial Advisor, and joined Redwood Credit Union in 2001 to help launch its investment services program. She is a ten-time winner of the Pacesetter Award from CUSO Financial Services, L.P. (CFS) which recognizes top producing CFS registered representatives.

“The challenges and rewards of starting something from the ground up were irresistible. I wanted to make a difference,” she said.

She enjoys retirement planning for clients, along with the challenge of teaching Members how to save for the future.

“It’s great to have a job where I make a difference in helping people with their unique financial goals,” she said.

FINRA Licenses:  Series 6, 7, 63, 65 – Life Insurance License: CA #0B09299
State Securities Licenses: AZ, CA, HI, ID, IL, MI, MN, MT, NV, NJ, NY, OK, OR, SD, TX, UT, WA

Pacesetter Awards:
Gold Pacesetter Award 2009, 2010, 2012, 2013 Gold – 2009, 2010, 2012, 2013
Silver Pacesetter Award 2005, 2007 Silver – 2005, 2007, 2011, 2014, 2015, 2017, 2018, 2019
Bronze Pacesetter Award 2006, 2008 Bronze – 2006, 2008, 2016

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.

About Steven Kerston

Steven Kerston joined Redwood Credit Union in 2010, specializing in the areas of retirement planning and risk management.

“Knowledge and service are key to the relationship between representative and client,” he said. “I make it a point to listen to my clients, discover their goals and objectives and provide quality solutions to help meet their goals and dreams.”

Steven believes a well-planned and executed long-term investment strategy helps enable investors to be self-sufficient and financially independent, particularly in their retirement years.

FINRA Licenses: Series 6, 63 & 65 – Life Insurance License: CA #0G12454
State Securities Licenses: CA, FL, NV, OR, TX, VA, WA

Pacesetter Awards:
Bronze Pacesetter Award 2013 Bronze – 2015, 2017, 2019

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.

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Still need help?

Contact our Member Service Center at 1 (800) 479-7928, Monday through Friday from 7am to 8pm or Saturday from 8am to 5pm PST.

Join RCU Today

RCU Logo

Welcome!

Get started now

Join Now 

If you're interested in opening a Business, Trust, or other type of account, please visit your nearest branch.

Redwood Credit Union serves anyone living, working or owning a business in California’s Northern Bay Area, which includes the counties of Sonoma, Marin, Napa, Mendocino, Lake, San Francisco, Contra Costa and Solano. We look forward to serving you!

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Choose the Type of Account You Wish to Open

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If you're interested in opening a Business, Trust, or other type of account, please visit your nearest branch.

Login Help

Need Help Logging in to RCU Online?

If you’ve forgotten your RCU Online banking Username, password, or other login information, follow the directions below to get help now.

Sign up today for RCU Online banking.

enroll now

Still need help?

Contact our Member Service Center at 1 (800) 479-7928, Monday through Friday from 7am to 8pm or Saturday from 8am to 5pm PST.

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