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Appointments

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.

Get Matched

Answer a few questions and we’ll match you with the right advisor.

Take the Quiz

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

Investment advisor Lin Buencamino photo

Lin Buencamino

CFS* Financial Advisor
Serving Members since 2016
Learn more about Lin

Serving: North Dutton Ave. and Sonoma

Make an Appointment

clark_matthiessen

Clark Matthiessen, CFP®, CRPC®

CFS* Wealth Advisor
Serving Members since 2001
Learn more about Clark

Make an Appointment

kevin-onizuka

Kevin Onizuka, CRPC®

CFS* Financial Advisor
Serving Members since 2015
Learn more about Kevin

Serving: 4th St.

Make
an Appointment

Michael Septimo

Michael Septimo, CRPC®

CFS* Financial Advisor
Serving Members since 2021
Learn more about Michael

Serving: Mendocino Ave.

Make an Appointment

Investment advisor Sara Crouch photo

Sara Crouch

CFS* Financial Advisor
Serving Members since 2018
Learn more about Sara

Serving: Cleveland Ave., Cloverdale, Windsor & Lake County (by appointment)

Make an Appointment

Mike DeFazio photo

Mike DeFazio, AIF®

CFS* Wealth Advisor
Serving Members since 2007
Learn more about Mike

Make an
Appointment

Dani Beasley photo

Dani Beasley

CFS* Financial Advisor
Serving Members since 2013
Learn more about Dani

Serving: Members virtually

Make an Appointment

Financial advisor Steven Kerston photo

Steven Kerston

CFS* Financial Advisor
Serving Members since 2011
Learn more about Steven

Serving: Rohnert Park & Sebastopol

Make an Appointment

Julie Nix photo

Julie Nix, AIF®, CRPC®

CFS* Wealth Advisor
Serving Members since 2014
Learn more
about Julie

Dylan Carey photo

Dylan Carey

CFS* Financial Advisor
Serving Members since 2016
Learn more about Dylan

Serving: Petaluma

Make an Appointment

Financial advisor Chris Garcia photo

Chris Garcia

CFS* Financial Advisor
Serving Members since 2019
Learn more about Chris

Serving: San Rafael, Mill Valley

Make an Appointment

Josehp Turfa photo

Joseph Turfa CRPC®

CFS* Financial Advisor
Serving Members since 2009
Make an Appointment

Serving: 1st St. (Napa), Devlin Rd. (Napa) & American Canyon

Mario Pometta photo

Mario Pometta

CFS* Financial Advisor
Serving Members since 2022
Learn more about Mario

Serving: Novato

Make an Appointment

Chris Carter photo

Chris Carter

CFS* Financial Advisor
Serving Members since 2018
Learn more about Chris

Serving: San Francisco

Make an Appointment

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.

  • 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.

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