Skip nav to main content.
Appointments

Investment Team

Schedule a meeting with your advisor

Count on a good experience.

Our skilled financial advisors are ready to speak with you by video or phone. Whether you're just getting started or need help achieving that next goal, we're your partner in helping you toward future financial success. Financial advisors available through CUSO Financial Services LP* located at Redwood Credit Union.

Appointments

To schedule an appointment with one of our CFS* Financial Advisors, click the area closest to you from the list below to find an advisor ready to help you.

 

What will we discuss?

  • Your risk tolerance, financial goals, and objectives
  • Any investment experience you have
  • Your income and expenses / budget and spending

Santa Rosa

Investment advisor Lin Buencamino photo

Lin Buencamino

CFS* Financial Advisor
Serving Members since 2016
Learn more about Lin

Serving: North Dutton Ave.

Meet with Lin
clark_matthiessen

Clark Matthiessen, CFP®, CRPC®, CWS®

CFS* Wealth Advisor
Serving Members since 2001
Learn more about Clark

kevin-onizuka

Kevin Onizuka, CRPC®

CFS* Financial Advisor
Serving Members since 2015
Learn more about Kevin

Serving: 4th St.

Meet with Kevin
Michael Septimo

Michael Septimo,
Certified Financial Fiduciary®, CRPC®

CFS* Financial Advisor
Serving Members since 2021
Learn more about Michael

Serving: Mendocino Ave.

Meet with Michael
Headshot of Chris Garcia

Chris Garcia

CFS* Financial Advisor
Serving Members Since 2019
Learn more about Chris

Serving: 4th St.

Meet with Chris

North Sonoma County, Mendocino County & Lake County

sara-crouch

Sara Crouch

CFS* Financial Advisor
Serving Members since 2018
Learn more about Sara

Serving: Cleveland Ave., Cloverdale, Windsor & Lake County (by appointment)

Meet with Sara
mike-defazio4-(1)

Mike DeFazio, AIF®

CFS* Wealth Advisor
Serving Members since 2007
Learn more about Mike

Dani

Dani Beasley, MBA

CFS* Financial Advisor
Serving Members since 2013
Learn more about Dani

Serving: Members virtually

Meet with Dani
Yadira Bravo headshot

Yadira Bravo

CFS* Financial Advisor
Serving Members since 2023
Learn more about Yadira

Serving: Ukiah, Lower Lake, & Point Arena

Meet with Yadira

South Sonoma County

Steven Kerston headshot

Steven Kerston

CFS* Financial Advisor
Serving Members since 2011
Learn more about Steven

Serving: Rohnert Park & Sebastopol

Meet with Steven
Julie Nix headshot

Julie Lynch, AIF®, CRPC®

CFS* Wealth Advisor
Serving Members since 2014
Learn more about Julie

Dylan Carey

Dylan Carey

CFS* Financial Advisor
Serving Members since 2016
Learn more about Dylan

Serving: Petaluma

Meet with Dylan
Investment advisor Lin Buencamino photo

Lin Buencamino

CFS* Financial Advisor
Serving Members since 2016
Learn more about Lin

Serving: Sonoma

Meet with Lin

Marin, Napa & San Francisco

Headshot of Joseph Turfa

Joseph Turfa, CRPC®

CFS* Wealth Advisor
Serving Members since 2009
Learn more about Joseph

Mario Pometta

Mario Pometta, AIF®

CFS* Financial Advisor
Serving Members since 2022
Learn more about Mario

Serving: Novato & San Rafael

Meet with Mario
Chris Carter

Chris Carter

CFS* Financial Advisor
Serving Members since 2018
Learn more about Chris

Serving: San Francisco

Meet with Chris
Natalie Gutierrez

Natalie Gutierrez

CFS* Financial Advisor
Serving Members since 2021
Learn more about Natalie

Serving: 1st St. (Napa), Devlin Rd. (Napa) & American Canyon

Meet with Natalie
  • *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. The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA. SEC Marketing Disclosure.