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Gina O'Callaghan

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

Contact Gina: Gina O'Callaghan View Portfolio: Gina O'Callaghan
Gina O'Callaghan Devan Vellios

Begin working today for a stronger tomorrow.

"There is no greater reward than being able to help our members achieve their financial goals."

Gina O'Callaghan Headshot

Gina O'Callaghan

Wealth Management Advisor
Program Manager
CUSO Financial Services, L.P.
at Ventura County Credit Union
805.338.8160

  • Serving members in Thousand Oaks, Simi Valley, Moorpark and Camarillo, CA
  • FINRA Series 7, 63, 65 licenses, the California Life and Health licenses. CA Insurance License #0C81280. Securities licensed in AZ, CA, NV and SC
  • Resides in Thousand Oaks with her husband and two children
  • Graduate of Cal State Northridge

There is never a one-size-fits-all plan. I am grateful to get to know members personally and am committed to collaborating with them to create a financial plan that will meet their current and future objectives while staying mindful of their time horizon and risk tolerance.

Contact Gina

Complete this short form to set up a complimentary, no-obligation consultation.

VCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join! 

 

 

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**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.