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CFS* Wealth Management Advisors

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Contact Us: CFS* Wealth Management Advisors Locations: CFS* Wealth Management Advisors
Wealth Management Services Clear 1 Portfolio Individual Retirement Accounts (IRAs) Loan Protection AD&D Insurance

Gina O'Callaghan

Wealth Management Advisor
Program Manager
CUSO Financial Services L.P.**

Devan Vellios

Wealth Management Advisor
CUSO Financial Services, L.P.**

*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. Ventura County Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.