Six wealth management advisors at Redwood Credit Union (RCU) received Pacesetter awards, and RCU’s investment marketing efforts were also recognized at the CUSO Financial Services (CFS) “Fulfilling the Vision” 2018 Annual Conference, recently held in San Diego, California. Mike DeFazio earned the 2018 Gold Pacesetter Award (his 9th consecutive gold win), while Julie Nix and Christine Foster earned the Silver Pacesetter Award, and Steve Kerston, Clark Matthiessen, and Joseph Turfa earned the Bronze Pacesetter Award. In addition, RCU received its 3rd consecutive Gold Impact award for its wealth management services marketing campaign.
Affiliated with broker dealer and Registered Investment Advisor, CUSO Financial Services, LP, DeFazio, Nix, Foster, Kerston, Matthiessen, and Turfa were recognized for being the top-producing registered representatives among hundreds of 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. Nix has been with RCU since 2014, assisting clients with portfolio analysis, retirement planning, risk assessment and more. Foster has more than 26 years of experience in financial services and has worked for RCU since 2001. Kerston started at RCU in 2010 and specializes in retirement planning and risk management. Matthiessen has been a financial advisor at the credit union since 2001, helping members develop investment strategies that meet their individual goals. And 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 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.”
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About Redwood Credit Union
Founded in 1950, Redwood Credit Union (RCU) 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, financial planning services, and more. The Credit Union also offers insurance and discount auto sales through their wholly-owned subsidiary. RCU has over $4.3 billion in assets and serves over 320,000 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. RCU can be followed on Facebook at facebook.com/redwoodcu and on Twitter at @Redwoodcu. For more information, please call 1 (800) 479-7928 or visit www.redwoodcu.org.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to over 200 financial institutions throughout the country, with $30+ billion in AUA. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers. For more information, see www.cusonet.com or visit their LinkedIn pages: CFS and SPF.
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.