Financial Advisor Profile

Dejan Tasich

Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0E19829

About Me

Becoming a financial advisor was a natural fit for me, as I am passionate about helping people and have an interest in financial services. I began my career in 2000 with American Express Financial Advisors and took on a position as District Manager with Ameriprise Financial in 2004. Two years later, I moved into the banking and credit union space where I have spent the last 16 years providing financial advice on investment and insurance products to consumers at various banks and credit unions throughout California. I was drawn to the close, community feel that SDCCU Investment Services offered and finally joined the team in 2010.

In my spare time, I can be found traveling and exploring. I love to fly and am a licensed private pilot, often flying my family across California to explore the sites. When I’m not piloting my own plane, I enjoy hopping on a flight and visiting the world. I’m bilingual and fluent in both English and Serbian, which has proven to be very helpful during my travels, especially in Europe.

What Makes Me Different

When we meet, you’ll find that I am a great listener, personable, attentive, detailed and organized. I have a unique ability to take complex topics and break them down to make them easier to digest. All my recommendations put your needs and best interests first.

Education & Professional Certifications

• Bachelor’s Degree in Finance with a minor in Banking from George Washington University
• FINRA Series 7 and 66 licenses held through LPL Financial
• California Insurance License #0E19829

Branches Served

Escondido, Escondido Civic Center and San Marcos

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.