Start planning today for a stronger tomorrow.
Find the resources and experience you need to build a strong financial future.
Wealth Management Services
Available through CUSO Financial Services L.P.*
Contact Us: Wealth Management Services Locations: Wealth Management Services
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Meet our CFS Wealth Management Advisors
Ventura County Credit Union's CFS Wealth Management Advisors can help you meet life's opportunities with a plan designed for you.
Gina O'Callaghan
Wealth Management Advisor
Program Manager
CUSO Financial Services, L.P.
Serving Camarillo, Thousand Oaks,
Moorpark & Simi Valley
Devan Vellios
Wealth Management Advisor
CUSO Financial Services, L.P.
Serving Ventura, Port Hueneme,
Oxnard & RiverPark
Contact a Financial Advisor
Complete this short form, and one of our CFS advisors will get back to you to set up a complimentary, no-obligation consultation.
Schedule a complimentary, no-obligation meeting by contacting us or visiting any VCCU location. Services provided through our broker/dealer, 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.