Investment Team
Our skilled financial advisors, offered through CUSO Financial Services,* are ready to speak with you by video, phone, or in-person.
Find an advisor
Whether you’re just getting started or need help achieving that next goal, we’re your partner in helping you toward future financial success. Take our 2-minute quiz to be matched with an advisor, browse by location, or search for a specific advisor by name.
Search by Location
Tell us where you’re located and we’ll find advisors near you.
Search by Name
Looking for a specific advisor? Browse by name – first, last or both.
Advisors matching your selection
Lin Buencamino
CFS* Financial Advisor
Serving Members since 2016
Learn more about Lin
Serving: North Dutton Ave. and Sonoma
Clark Matthiessen, CFP®, CRPC®
CFS* Wealth Advisor
Serving Members since 2001
Learn more about Clark
Kevin Onizuka, CRPC®
CFS* Financial Advisor
Serving Members since 2015
Learn more about Kevin
Serving: 4th St.
Michael Septimo, CRPC®
CFS* Financial Advisor
Serving Members since 2021
Learn more about Michael
Serving: Mendocino Ave.
Sara Crouch
CFS* Financial Advisor
Serving Members since 2018
Learn more about Sara
Serving: Cleveland Ave., Cloverdale, Windsor & Lake County (by appointment)
Mike DeFazio, AIF®
CFS* Wealth Advisor
Serving Members since 2007
Learn more about Mike
Dani Beasley
CFS* Financial Advisor
Serving Members since 2013
Learn more about Dani
Serving: Members virtually
Steven Kerston
CFS* Financial Advisor
Serving Members since 2011
Learn more about Steven
Serving: Rohnert Park & Sebastopol
Julie Nix, AIF®, CRPC®
CFS* Wealth Advisor
Serving Members since 2014
Learn more
about Julie
Dylan Carey
CFS* Financial Advisor
Serving Members since 2016
Learn more about Dylan
Serving: Petaluma
Chris Garcia
CFS* Financial Advisor
Serving Members since 2019
Learn more about Chris
Serving: San Rafael, Mill Valley
Joseph Turfa CRPC®
CFS* Financial Advisor
Serving Members since 2009
Make an Appointment
Serving: 1st St. (Napa), Devlin Rd. (Napa) & American Canyon
Mario Pometta
CFS* Financial Advisor
Serving Members since 2022
Learn more about Mario
Serving: Novato
Chris Carter
CFS* Financial Advisor
Serving Members since 2018
Learn more about Chris
Serving: San Francisco
Investment Services
We offer a variety of investment services and account types to help you plan for whatever’s ahead. Our services include:
- Investment Products
- Wealth Strategies
- Planning Your Estate
- Insurance & Annuities
- Planning for Retirement
- Education Savings
- Savings, Cash, & Credit
- Business Service Solutions
What's next?
After you’ve found an advisor you’d like to work with, you can schedule a complimentary consultation, where we’ll discuss:
- Your risk tolerance, financial goals, and objectives
- Any investment experience you have
- Your income and expenses / budget and spending
Resources
Not sure how to work with a financial advisor? Get a better understanding of your different financial goals and how a financial advisor can work with you to meet them.
BALANCE Resources
Our industry-leading financial education provider BALANCE provides free access to expertly crafted financial education and resources
Investments Blog
From monthly market updates to new federal regulations, check out content from recent and past investment newsletters.
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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. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members.
Get Matched
About Lin Buencamino
Working in the financial services industry since 2005, Lin Buencamino understands the complexities of different economic and financial situations, including the financial needs of individuals and small businesses.
As a recipient of Sonoma Valley People’s Choice Award for Best Financial Planner/Investment Advisor multiple years since 2019, Lin’s knowledge, experience, and dedication to Members shines through year after year.
Lin enjoys providing guidance and education to help Members pursue their goals and feel confident in their financial future through a well-executed financial plan. She loves helping people and feels lucky to be able to carry out her passion daily.
FINRA Licenses: Series 6, 63, 65 – Life Insurance License: CA #0I36682
State Securities Licenses: CA
About Mario Pometta
Since 2014, Mario Pometta has understood the unique needs of every individual he works with. He considers it to be a great privilege to help people pursue their dreams, work toward their goals, and help them to envision and create their best possible future.
Now, as part of the team at RCU, Mario is committed to working closely with each Member to develop comprehensive wealth management solutions tailored to their goals. He is passionate about building relationships and being the financial expert Members can count on. He also is dedicated to helping his clients gain financial confidence so that they can live their best possible lives.
No matter their goals – saving for retirement, planning for college, or any other milestone – Mario is ready to help our Members every step of the way.
FINRA Licenses: Series 7, 66, – Life Insurance License: CA #0K26616
State Securities Licenses: CA
Appointment with Mario Pometta
About Chris Carter
Having worked in the financial industry for over 16 years, with time spent as both a licensed private banker and a licensed relationship banker, Chris Carter joined Redwood Credit Union in 2018. Since then, he has served the San Francisco community – most recently as a Senior Member Relationship Specialist.
He enjoys developing strong connections with his clients as he learns about their future goals, thus allowing him to create tailored plans so they can effectively achieve their ambitions.
By building these ongoing relationships through preparation and accommodation, Chris is able to empower his clients to take hold of their financial journey and encourage them to stay proactive through all stages of life.
FINRA Licenses: Series 7, 66 – Life Insurance License: CA #0H17017
State Securities Licenses: CA
Appointment with Chris Carter
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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