Redwood Credit Union (RCU) announced that Mike DeFazio earned the 2015 Gold Pacesetter Award, while Christine Foster and Clark Matthiessen earned the Silver Pacesetter Award, and Steven Kerston earned the Bronze Pacesetter Award at the CFS/SPF “No Boundaries!” 2016 Annual Conference, recently held in San Diego, California. In addition, RCU received a Gold Impact award for their geo-targeted wealth management/investment services marketing campaign.
Affiliated with broker-dealer and Registered Investment Advisor, CUSO Financial Services, LP (CFS), DeFazio, Foster, Matthiessen, and Kerston were recognized for being the top-producing registered representatives among hundreds of CFS and SPF credit union and bank programs across the country.
DeFazio joined RCU’s wealth management team in 2007, bringing more than 10 years of business and management experience. Foster has more than 23 years of experience in financial services and has worked for RCU for 15 years. Matthiessen has been a financial advisor at the credit union for 13 years, while Kerston has been at RCU for over 5 years.
“We’re proud to see these advisors recognized for their accomplishments,” said Tom Hubert, senior vice president of wealth management, auto services and insurance services at RCU. “In a crowded industry, these individuals have established themselves as professionals of the highest caliber. They are an inspiration to all of us who strive for excellence in our profession.”
About Redwood Credit Union
Founded in 1950, Redwood Credit Union is a full-service financial institution providing personal and business banking to consumers and businesses in the North Bay and San Francisco. RCU offers complete financial services including checking and savings accounts, auto and home loans, credit cards, online and mobile banking, business services, commercial and SBA lending, wealth management and investment services, and more. The Credit Union also offers insurance and discount auto sales through their wholly-owned subsidiary. RCU currently has $3 billion in assets and serves over 266,000 Members with full-service branches from San Francisco to Ukiah, more than 30,000 fee-free network ATMs nationwide and convenient, free online and mobile banking. For more information, call 1 (800) 479-7928, visit www.redwoodcu.org, or follow RCU on Facebook at facebook.com/redwoodcu and Twitter at @Redwoodcu for news and updates.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to nearly 200 credit unions and banks throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com or www.sorrentopacific.com.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), registered broker-dealers (Members FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS to make non-deposit investment products and services available to credit union members or bank clients.