CUSO Financial Services, L.P.
at Ventura County Credit Union
Serving members in Thousand Oaks, Simi Valley and Camarillo
Gina O’Callaghan brings a wealth of experience to members of Ventura County Credit Union, especially in the area of long-term investments. She works hard to get to know each member on a personal basis to provide the best possible service. Gina is a strong proponent of educating her clients, and with their input, tailor an investment strategy that makes sense for them.
Gina is a graduate of Cal State Northridge and holds the FINRA Series 7, 63, 65 licenses, the California Life and Health licenses (# 0C81280), and is securities licensed in the State of California. With more than 20 years of experience with financial services institutions, including Wachovia Securities, Atlas Securities and Bank of
America and most recently holding the title of Vice President at Wells Fargo Advisors, Gina is excited to be part of the Ventura County Credit Union financial services team.
Gina is a life-long resident of Ventura County and lives in Thousand Oaks with her husband and two children.
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. Ventura County Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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