Wealth Management Services

Available through CUSO Financial Services L.P.* can help you meet life's opportunities with a plan designed for you.

Contact Us: Wealth Management Services Locations: Wealth Management Services

You set the goals. We'll work together on the strategy.

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

Whether you're looking to invest wisely, plan for retirement, or build a lasting legacy, Ventura County Credit Union's CFS Wealth Management Advisors will take the time to understand your goals and get you headed in the right direction.

  • Services provided through our broker/dealer, CUSO Financial Services L.P.*
  • Financial and investment planning for individuals and businesses throughout Ventura and Santa Barbara Counties and beyond
  • Experienced wealth advisors who can help you design and implement your strategies
  • Schedule a complimentary, no-obligation meeting by calling or visiting any VCCU location

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



*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.