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In The News

Redwood Credit Union Advisors Recognized for Outstanding Performance in Investment Services

Redwood Credit Union (RCU) announced that Mike DeFazio earned the 2016 Gold Pacesetter Award, while Clark Matthiessen earned the Silver Pacesetter Award, and Christine Foster, and Joseph Turfa each earned the Bronze Pacesetter Award at the “No Boundaries!” 2017 Annual Conference, recently hosted by CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial LLC (SPF) in San Diego, Calif.

Affiliated with broker-dealer and registered investment advisor, CUSO Financial Services, LP, DeFazio, Matthiessen, Foster, and Turfa 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. Matthiessen has been a financial advisor at RCU for 16 years. Foster has more than 24 years of experience in financial services and has been with RCU for 16 years. Turfa joined RCU’s wealth management team in 2009, bringing more than 15 years of retirement planning and investment expertise.

“We’re proud to see these advisors recognized for their accomplishments,” said Tom Hubert, senior vice president of wealth, auto and insurance services at RCU. “In a crowded industry, these individuals have differentiated themselves by focusing on Member needs and providing personalized service. 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 offered through CFS, and more. The Credit Union also offers insurance and discount auto sales through their wholly-owned subsidiary. RCU currently has $3.5 billion in assets and serves over 285,000 Members with full-service branches from San Francisco to Ukiah, free ATM access 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.

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