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All SDCCU branches and Call Center will be closed on Monday, May 27, 2024 in observance of Memorial Day. Our 30,000 ATMs and mobile and online banking are available for your convenience.
All SDCCU branches and Call Center will be closed on Monday, May 27, 2024 in observance of Memorial Day. Our 30,000 ATMs and mobile and online banking are available for your convenience.
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Financial Advisors at SDCCU Investment Services®

Meet our Financial Advisors at SDCCU Investment Services

Financial Advisors at SDCCU Investment Services® are available to help you identify your financial goals and build a personalized plan to work toward reaching them.


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

I bring 30 years of practical experience to members seeking help meeting their financial goals. My clients are not just a transaction and I take pride in the deep relationships that I have developed over the years. I create a partnership with my clients that is holistic in nature. I look at every aspect of your financial situation to develop a customized plan that will help you pursue your goals.

Serving: Del Mar, La Costa, Mira MesaScripps Ranch and Oceanside branches.

I see myself as an essential part of my clients’ financial team, creating wealth plans that work in unison to grow and preserve their estate. I develop deep personal relationships with my clients and serve as a sounding board – not just for investment concerns, but also with other financial related matters: getting a mortgage, buying or leasing an automobile, choosing the best banking solutions, etc.

Serving: Encinitas and Solana Beach branches.

Ever since I can remember, I have been passionate about helping people with their finances. At an early age I saw firsthand what can happen without proper planning. My father insisted on doing everything himself without consulting an expert and sadly that approach back-fired. My father lost everything and was left penniless late in life. After witnessing what happened in my family, I vowed to do everything I could to prevent it from happening to anyone else. You will not find anyone more passionate about helping you pursue your financial goals. I take a holistic approach and use my personal experience as a driving force in how I work with my clients over time. I’ve also had the opportunity to hire a financial advisor myself, so I have been in your shoes. I am committed to my clients’ success.

Serving: Hillcrest, Kearny Mesa, Mission Valley, North Park and Sports Arena banches

Investing and financial planning can, at times, be overwhelming and intimidating. I am able to break down the complex and put it into terms my clients can understand. My investment philosophy is to ask, listen and then provide advice customized to your needs.

Serving: Pacific BeachUTC Regents and Balboa/Genesee branches

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. 

Serving: EscondidoEscondido Civic Center and San Marcos branches

 

I enjoy helping people and I pride myself as a guide to help my clients navigate their financial journey. Everyone has a different story and the path is never a straight line. I lead with planning because I strongly feel that without a plan you cannot pursue your goals. 

Serving: Alicia ParkwayLaguna Niguel, Costa MesaMission Viejo and Yorba Linda branches.

I take great pride in truly understanding the intricacies and relevant details of each investment product so that the features and benefits can be fully understood by my clients. I have helped many clients pursue their financial goals by listening to their needs and tailoring a plan to address their goals. My clients are always at the center of everything I do as an advisor.

Serving: Chula Vista, Eastlake, National City and San Ysidro

I am very down to earth, straightforward and enjoy helping people - on and off the job. Many people feel overwhelmed, intimidated, and afraid to make a mistake with “investments”. With over 28 years of experience, I have developed a very good way to help people feel very comfortable with their choices.  First, I let them know that my employer is SDCCU and I am a registered representative with LPL Financial. Then I explain that after I have a very good understanding of their financial situation, then I can recommend a suitable investment strategy. When the transaction is suitable, they understand it, and I leave them with plenty of liquidity, I have a happy client. That is my ultimate goal – a happy client.

Serving: MurrietaTemecula and Temecula North branches

I am open and empathetic and I focus on making people feel as comfortable as possible. I have a unique ability to break down complex topics to make them simple and easier to understand. When you leave a meeting with me, you will feel comfort in knowing you were heard and that the recommendations will be tailored to fit your unique needs.

Serving: CarlsbadSorrento Mesa and Vista branches

I listen and take great pride in educating my clients on the complexities of their financial lives. I try to take the anxiety out of investing by breaking down topics so that they can be easily digested and understood. I have over 25 years of experience as a financial advisor and enjoy building strong relationships and leveraging various solutions to help clients identify and pursue their financial objectives.

Serving: El Cajon, La MesaSantee and College Area branches
 

Whether it’s planning for a secure retirement, developing a strategy to pay for your child’s college education or simply getting professional feedback about your current investment options, I can help you create a personalized roadmap to help you pursue your financial objectives. When I respond to your needs, I am speaking to you, about you, and determining what is most suitable for you. You will leave our meeting knowing and understanding not only what I suggest, but also why I suggested it and how it will fit your needs.

Serving: Carmel Mountain, PowayRancho Bernardo and Rancho Penasquitos branches

For as long as I can remember, I have had a fascination with how money works: how to earn it, how to protect it and how to grow it. Over the years, I have found that financial decisions are not intuitive and having money now does not guarantee having money forever. As a Certified Financial Planner™ practioner, I have dedicated my career to helping individuals make informed decisions with their money. No two investors are alike, so it takes a broad and deep understanding to help individuals not only survive, but thrive in the ever changing world we live in.

Invest in your future today!

An experienced Financial Advisor is available to meet with you one-on-one to create your personal road map to pursue financial success. Make an appointment online or call us today at (877) 732-2848 to set up your complimentary investment consultation.


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.

 

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