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Wealth Management Services
Available through LPL Financial (LPL)
Contact Us: Wealth Management Services Account View Portfolio: Wealth Management Services
- 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 LPL Wealth Management Advisors
Ventura County Credit Union's LPL Wealth Management Advisors can help you meet life's opportunities with a plan designed for you.
Gina O'Callaghan
Wealth Management Advisor
Program Manager
LPL Financial (LPL)
Moorpark & Simi Valley
Devan Vellios
Wealth Management Advisor
LPL Financial (LPL)
Oxnard & RiverPark
Contact a Financial Advisor
Complete this short form, and one of our LPL advisors will get back to you to set up a complimentary, no-obligation consultation.
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 Ventura County Credit Union Wealth Management ARE NOT registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ventura County Credit Union Wealth Management, 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 Ventura County Credit Union Wealth Management. 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 |