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Servicios de Inversión | Citas

Respaldado por el compromiso al servicio de RCU, nuestro equipo profesional de asesores financieros de CFS* brinda una variedad de productos de inversión de calidad y asesoramiento disponibles a través de CUSO Financial Services, LP (Member of FINRA/SIPC)..


Chris Garcia, CFS* Financial Advisor

Chris Garcia

Asesor financiero de CFS*
Atendiendo a miembros desde 2019
CA Ins. Lic. #0G18908

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Josepth Turfa, CFS* Financial Advisor

Joseph Turfa, CRPC®

Asesor financiero de CFS*
Atendiendo a miembros desde 2009
CA Ins. Lic. #0C44098

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*CUSO Financial Services, L.P. ofrece los productos y servicios de inversión sin depósito. (“CFS”), corredor de valores registrado (Member FINRA/SIPC) y asesor de inversiones registrado por la SEC. Los productos que ofrecen los CFS: no están asegurados por la NCUA, el NCUSIF ni ningún otro organismo federal, no son garantía ni obligación de la cooperativa de crédito y pueden significar un riesgo de inversión, incluida la posible pérdida de capital. Los representantes de inversiones están registrados por los CFS. Redwood Credit Union tiene un contrato con los CFS para proporcionar productos y servicios de inversión sin depósito para los miembros de la cooperativa de créditos. Nuestros profesionales de inversión de los CFS están autorizados a nivel estatal para operar títulos en los siguientes estados: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawái, Idaho, Illinois, Kansas, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, Nueva Jersey, Nuevo México, Nueva York, Carolina del Norte, Ohio, Oklahoma, Oregón, Pensilvania, Dakota del Sur, Texas, Utah, Virginia, Washington y Virginia del Oeste.

TT Agent: Rosalinda Brown

TT SPA Advisors: Chris Garcia

TT SPA Advisors: Joseph Turfa

TT Advisors: Joseph Turfa

TT Advisors: Christopher Garcia

TT Advisors: Sara Crouch

TT Advisors: Michael Ryan

TT Advisors: Lin Buencamino

TT Advisors: Kevin Onizuka

TT Advisors: Julie Nix

TT Advisors: Steve Kerston

TT Advisors: Clark Matthiessen

TT Advisors: Mike DeFazio

TT Advisors: Christine Foster

About Mark Nguyen

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.

About Chris Garcia

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.

About Sara Crouch

Sara Crouch came to Redwood Credit Union in 2018 with 14 years of experience in wealth management and financial planning. She takes a balanced approach to help people reach their immediate and long-term goals.

“I greatly enjoy assisting people in the North Bay with their financial needs. My approach to serving our Members is not trying to address every concern right away, but chipping away at the most important, building on those small successes, and using that as a benchmark for the next phase of protecting their financial stability. While I can usually provide a product or service that can assist in the short term, my greatest contribution is to also make sure long- term goals are being examined to strive for the best possible outcome not only for now, but for later.”

Sara serves Members in Cloverdale and Santa Rosa.

FINRA Licenses: Series 6, 63 & 65
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.

RCU Investments & Wealth Management

About Michael Ryan

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.

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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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