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MEET OUR ADVISORS

Financial advisors are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

To learn more about an advisor, select one below. Advisors are available for in-person or virtual (phone or video) consultations. Please contact us at 800.462.8328, ext. 4116 to schedule an appointment.

Check the background of our investment professionals on FINRA's BrokerCheck.

Advisors available exclusively for virtual consultations.
Investment & General RetirementSchool Employee Retirement
Brock McNeff
Izamar Perez
Nancy Woo
Advisors available for in-person and virtual consultations.
LocationInvestment & General RetirementSchool Employee Retirement
AnaheimMark GivenrodFlavio Hernandez
Anaheim HillsAaron HandfieldZandra Pirozko
CerritosMark GivenrodBrian Burnett
Chino ValleyAaron HandfieldAlex Apodaca
Corona-Norco
Vanessa Hughes
Costa MesaJason PersingerLiz Shatzel
Pedro Ureno
CypressDennis MollisonEdward Arcilla
Downey
Amber Gaitan
Fountain ValleyChristian Del GiorgioBrittany Vu
Garden GroveDennis MollisonEdward Arcilla
Glendale District Service Center
Kush Thandi
Hesperia In-Store
Michael Duarte
Huntington BeachJason PersingerLiz Shatzel
Inglewood
Eric Reese
IrvineJonathan YoungAndrea Uribe
La HabraMark GivenrodFlavio Hernandez
Ladera Heights
Eric Reese
Lancaster
Carlos Almazan
Long Beach–2nd Street
David Archila
Long Beach–LakewoodCao TranBrian Burnett
MadisonJeremey Hill
Menifee
Nadia Diaz
Mission Viejo–Crown ValleyFred SediqiKaitlyn Suiter
Mission Viejo–Santa MargaritaFred SediqiKaitlyn Suiter
Moreno Valley
Ernest Campa
MurrietaStephen MillerVanessa Hughes
OrangeKathryn HackneyVictor Perez
Palm Desert
Ernest Campa
Palmdale
Carlos Almazan
PasadenaAndy HanKush Thandi
PlacentiaTom AguileraZandra Pirozko
Rancho CucamongaAndy HanMichael Duarte
RedlandsStephen MillerCJ Manalo
Riverside–RiverwalkAaron HandfieldErnest Campa
Riverside–UniversityStephen MillerErnest Campa
RosevilleRene Patino
Sacramento–Crocker Village
Yamile Glenn
San Bernardino In–Store
CJ Manalo
San Juan Capistrano DistrictFred SediqiKaitlyn Suiter
Santa AnaMonica ChandraEnrique Avila
TorranceCao TranDavid Archila
Valencia
Carlos Almazan
WalnutAndy HanAlex Apodaca
West CovinaAndy HanKush Thandi
Whittier
Amber Gaitan

Financial advisors are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Disclosures
  1. Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3128150.1-0620-0722
Angela M.

Now, all these years later, when I see how my money has grown in a safe place, I am very, very happy that I did exactly as I was advised because it allowed me to maximize my income."

Angela M.
Retired Teacher
Member Since 1981

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