CUSO Financial Services, L.P.
at Ventura County Credit Union
Serving members in Ventura, Oxnard and Port Hueneme
David feels that the relationship between him and his client is the critical foundation for the financial planning process. David brings his expertise in investment portfolio review and design to the members at Ventura County Credit Union. His specialty is consulting retirees and those about to retire who want to position themselves for retirement and ensure that they do not outlive their resources.
David is a well known advisor serving the Ventura County area where he has been a resident since 1986. David graduated from Brigham Young University in Provo, Utah and holds the FINRA Series 7, 66 licenses, the California Life and Health insurance license (#0G53000) and is securities licensed in the state of California. He began his career with Wells Fargo Advisors in varying capacities but including Vice President in the Private Banking Group.
David and his wife Sheri reside in Camarillo with their children where they are active members of the community.
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.