Rene has more than 20 years in the financial services industry and believes educating Members is essential to creating a solid financial plan. “If I can help them lay the foundation and build from there, we can put them on the road to success,” he says.
Understanding Members’ goals helps him create a personalized plan so they can achieve them. “I want them to know that I am looking out for their best interests so the plan we create together leaves them feeling comfortable and confident and that it’s meeting their needs.”
Rene is a fully registered and licensed investment and retirement planning professional. He earned his bachelor’s degree from CSU, Chico, and is registered to sell securities.
When he’s not helping Members, Rene says he’s a “do-it-myselfer.” He enjoys building things, learning new skills and improving them wherever he can.
To make an appointment with Rene, call 800.462.8328, ext. 4116, Option 2.
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, and not an obligation of the Credit Union. 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-3556543.1-0421-0523.
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