• Redwood Credit Union Recognized for Outstanding Performance in Investment Services

    November 09, 2020
    CFS Advisors and RCU Marketing Efforts Honored at 2020 Conference 
    Santa Rosa, Calif. – 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) 2020 Annual Conference. Earning Gold Pacesetter Awards were Mike DeFazio (his 11th consecutive gold win), Julie Nix, and Clark Matthiessen. Christine Foster earned the Silver Pacesetter Award, and Steve Kerston and Joseph Turfa earned Bronze Pacesetter Awards. In addition, RCU received its 4th 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, Matthiessen, Foster, Kerston, 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 28 years of experience in financial services and has worked for RCU since 2001. Matthiessen has also been a financial advisor at the credit union since 2001, helping members develop investment strategies that meet their individual goals. Kerston started at RCU in 2010 and specializes in retirement planning and risk management. And Turfa joined RCU’s wealth management team in 2009, bringing more than 15 years of retirement planning and investment experience.
     
    “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 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, and more. Wealth management and investment services are available through CUSO Financial Services L.P., and through RCU Services Group (RCU’s wholly owned subsidiary), insurance and auto-purchasing services are also available. RCU has $5.8 billion in assets and serves approximately 370,000 members with full-service branches from San Francisco to Ukiah. For more information, call 1 (800) 479-7928, visit redwoodcu.org, or follow RCU on Facebook, Instagram, and Twitter for news and updates.
     
    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, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria.
    Contact:
    Michele Kimble, Senior PR & Communications Specialist
    mkimble@redwoodcu.org, (707) 576-5276