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David Kanongataa

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

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Gina O'Callaghan Devan Vellios

Put David's experience to work for you.

“I understand that everyone’s goals are different and it is important to me that we create a unique plan that best suits your needs.”

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David Kanongataa

Wealth Management Advisor
Program Manager
CUSO Financial Services, L.P.
at Ventura County Credit Union
805.701.7616

  • Serving members in Ventura, Oxnard and Port Hueneme
  • FINRA Series 7, 66 licenses, the California Life and Health insurance license. CA Insurance License #0G53000. Securities licensed in CA, NC, TX, UT and WY
  • Resides in Camarillo with wife Sheri and their children
  • Graduate of Brigham Young University in Provo, Utah

I believe that a strong relationship with my client is the critical foundation for the financial planning process. A professional review of their investment portfolio is key to ensuring that retirees and those about to retire position themselves appropriately so that they do not outlive their resources.

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VCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join! 

 

 

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*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.