Put David's experience to work for you.
“I understand that everyone’s goals are different and it is important to me that we create a unique plan that best suits your needs.”
David Kanongataa
Wealth Management Advisor
Program Manager
LPL Financial
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David Kanongataa
Wealth Management Advisor
Program Manager
LPL Financial (LPL)
at Ventura County Credit Union
Cell: 805.701.7616 (voice only)
- Serving members in Ventura, Oxnard and Port Hueneme
- FINRA Series 7, 66 licenses, the California Life and Health insurance license. CA Insurance License #0G53000. Securities licensed in CA, NC, TX, UT and WY
- Resides in Camarillo with wife Sheri and their children
- Graduate of Brigham Young University in Provo, Utah
I believe that a strong relationship with my client is the critical foundation for the financial planning process. A professional review of their investment portfolio is key to ensuring that retirees and those about to retire position themselves appropriately so that they do not outlive their resources.
Contact David
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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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ventura County Credit Union (VCCU) and Wealth Management at Ventura County Credit Union ARE NOT registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Ventura County Credit Union, and may also be employees of VCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VCCU or Wealth Management at Ventura County Credit Union. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |