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Investment Services | CFS* Advisors

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Backed by RCU's commitment to service, our seasoned team of CFS* Financial Advisors and Representatives provide a variety of quality investment products and advice. Our team is here to serve you in the following North Bay areas. To schedule an appointment, call 1 (800) 479-7928, ext. 65040.

Santa Rosa


Lin Buencamino
Lin Buencamino
CFS* Financial Representative
Serving Members Since 2016
CA Ins. Lic. #0I36682
Christine Foster
Christine Foster
CFS* Financial Advisor
Serving Members Since 2001
CA Ins. Lic. #0B09299
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
Bronze Pacesetter Award 2006, 2008 Bronze – 2006, 2008, 2016
Clark Matthiessen, CFP®, CRPC®
Clark Matthiessen
CFS* Financial Advisor
Serving Members Since 2001
CA Ins. Lic. #0C63928
Pacesetter Awards:
Gold Pacesetter Award 2010, 2012, 2013 Gold – 2010, 2012, 2013
Silver Pacesetter Award 2009, 2011 Silver – 2009, 2011, 2015, 2016
Bronze Pacesetter Award 2003, 2004, 2005, 2007 Bronze – 2003, 2004, 2005, 2007, 2014 
Kevin Onizuka, CRPC®
Kevin Onizuka
CFS* Financial Advisor
Serving Members Since 2015
CA Ins. Lic. #0H06139
Serving Fourth Street & Sonoma

North Sonoma County & Mendocino County


Danielle Beasley
Danielle Beasley
CFS* Financial Representative
Serving Members Since 2016
CA Ins. Lic. #0K37660
Serving Cloverdale
Mike DeFazio
Mike DeFazio
CFS* Financial Advisor
Serving Members Since 2007
CA Ins. Lic. #0D98092
Pacesetter Awards:
Gold Pacesetter Award 2009-2013 Gold – 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016
Silver Pacesetter Award 2008 Silver – 2008

South Sonoma County


Steven Kerston
Steven Kerston
CFS* Financial Representative
Serving Members Since 2011
CA Ins. Lic. #0G12454
Pacesetter Awards:
Bronze Pacesetter Award 2013 Bronze – 2015
Julie Nix, CRPC®
Julie Nix
CFS* Financial Advisor
Serving Members Since 2014
CA Ins. Lic. #0H30758
Kevin Onizuka, CRPC®
Kevin Onizuka
CFS* Financial Advisor
Serving Members Since 2015
CA Ins. Lic. #0H06139

Marin, Napa & San Francisco


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

Joseph Turfa, CRPC®
Joseph Turfa
CFS* Financial Advisor
Serving Members Since 2009
CA Ins. Lic. #0C44098
Serving Napa , Novato (Grant Ave.) & San Rafael
Pacesetter Awards:
Silver Pacesetter Award 2012 Silver – 2012  
Bronze Pacesetter Award 2013 Bronze – 2013, 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. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members.

Our CFS investment professionals are state securities licensed in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington and West Virginia.

Contact our Investment Services Team

To schedule an appointment with a Financial Professional, please call (707) 576-5040.

If you would like a Financial Professional to contact you directly, please complete the following:

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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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