Investment Services

Investment Services

    

Our Financial Advisors

If you reside in Ventura or Oxnard, call David Kanongataa at 805/ 477-4032. Residents of Thousand Oaks, Camarillo or Simi Valley are invited to call Gina O'Callaghan at 805/ 477-5532.

Schedule your no-obligation meeting today to access the resources and professional expertise needed to help build a strong financial future for yourself, your family and your business.

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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