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Wealth Management Services

Available through CUSO Financial Services L.P.*

Contact Us: Wealth Management Services Locations: Wealth Management Services
Wealth Management Services Clear 1 Portfolio Individual Retirement Accounts (IRAs) Loan Protection AD&D Insurance

Start planning today for a stronger tomorrow.

Find the resources and experience you need to build a strong financial future.

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  • Comprehensive Financial Planning
  • 401k, 403b and 457 Rollovers
  • Business Retirement Plans
  • Retirement Income Strategies
  • Tax Efficient Investments
  • Saving for College
  • Life and Long-term Care Insurance
  • And More
 
 

Meet our CFS Wealth Management Advisors

Ventura County Credit Union's CFS Wealth Management Advisors can help you meet life's opportunities with a plan designed for you.

David Kanongataa Headshot

 

David Kanongataa

Wealth Management Advisor
Program Manager
CUSO Financial Services, L.P.
 

Gina O'Callaghan
 

Gina O'Callaghan

Wealth Management Advisor
Program Manager
CUSO Financial Services, L.P.

Serving Camarillo, Thousand Oaks,
Moorpark & Simi Valley
 

Devan Vellios


Devan Vellios

Wealth Management Advisor
CUSO Financial Services, L.P.

 

Serving Ventura, Port Hueneme,
Oxnard & RiverPark

Contact a Financial Advisor

Complete this short form, and one of our CFS advisors will get back to you to set up a complimentary, no-obligation consultation. 
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    Schedule a complimentary, no-obligation meeting by contacting us or visiting any VCCU location. Services provided through our broker/dealer, CUSO Financial Services L.P.

    Check in on your portfolio

    View your stocks, mutual funds, retirement accounts, and other investments in one location.

    *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.