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
Wealth Management Advisor
Program Manager
LPL Financial (LPL)
Contact Gina: Gina O'Callaghan
Account View: Gina O'Callaghan
Gina O'Callaghan
Wealth Management Advisor
Program Manager
LPL Financial (LPL)
at Ventura County Credit Union
Cell: 805.338.8160 (voice only)
- 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!
Check the background of this investment professional on FINRA's BrokerCheck
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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 |